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Legacy Investment Solutions’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Legacy Investment Solutions’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
Q2 		$22.6K Buy
+354
New +$21.6K 0.01% 228
2024
Q4 		$22.4K Buy
+354
New +$22.3K 0.01% 203

Other funds holding DGRO

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Investment Solutions's DGRO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2025: 354 shares worth $22.6K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DGRO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DGRO in Q4 2024 and has held it in 2 quarters since. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Legacy Investment Solutions held 354 shares of iShares Core Dividend Growth ETF worth $22.6K as of Q2 2025.
  • iShares Core Dividend Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core Dividend Growth ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #228 holding.
  • Legacy Investment Solutions first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.