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Lane & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lane & Associates’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$526K Buy
8,512
+962
+13% +$60.3K 0.28% 60
2024
Q4 		$479K Buy
7,550
+1,719
+29% +$108K 0.25% 66
2024
Q3 		$366K Sell
5,831
-266
-4% -$16K 0.2% 81
2024
Q2 		$351K Buy
6,097
+12
+0.2% +$685 0.21% 82
2024
Q1 		$353K Buy
6,085
+897
+17% +$49.8K 0.22% 79
2023
Q4 		$279K Sell
5,188
-145
-3% -$7.35K 0.2% 88
2023
Q3 		$264K Sell
5,333
-10
-0.2% -$518 0.21% 86
2023
Q2 		$275K Buy
5,343
+655
+14% +$32.9K 0.22% 84
2023
Q1 		$234K Buy
4,688
+449
+11% +$22.5K 0.21% 90
2022
Q4 		$212K Buy
+4,239
New +$208K 0.2% 86

Other funds holding DGRO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lane & Associates's DGRO Position: Q1 2025 in Review

Lane & Associates increased its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q1 2025, buying an estimated $60.3K and bringing the position to 8,512 shares worth $526K. The position accounts for 0.28% of the portfolio, ranked #60.

Lane & Associates first reported a position in DGRO in Q4 2022 and has held it in 10 quarters since. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

  • Lane & Associates held 8,512 shares of iShares Core Dividend Growth ETF worth $526K as of Q1 2025.
  • Lane & Associates bought 962 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $60.3K.
  • iShares Core Dividend Growth ETF made up 0.28% of Lane & Associates's portfolio in Q1 2025, its #60 holding.
  • Lane & Associates first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.