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Lee, Danner & Bass’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lee, Danner & Bass’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 		– Sell
-1,850
Closed -$113K – 330
2024
Q4 		$113K Buy
+1,850
New +$117K 0.01% 257

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 $71.6B AUM 21.08% 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

Lee, Danner & Bass's DGRO Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2025, closing a stake of 1,850 shares — an estimated $113K sold.

Lee, Danner & Bass first reported a position in DGRO in Q4 2024 and held it in 1 quarter. The position peaked at $113K in Q4 2024. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Core Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,850 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $113K.
  • Lee, Danner & Bass first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Core Dividend Growth ETF position peaked at $113K in Q4 2024.
  • 1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.