LGT Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

LGT Financial Advisors’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 Q4	–	Sell	-525	Closed	-$35.7K	–	278
2025 Q3	$35.7K	Sell	525 -1,848	-78%	-$122K	0.08%	149
2025 Q2	$152K	Sell	2,373 -131	-5%	-$7.99K	0.38%	49
2025 Q1	$155K	Sell	2,504 -512	-17%	-$32.1K	0.47%	45
2024 Q4	$185K	Sell	3,016 -31	-1%	-$1.96K	0.41%	45
2024 Q3	$191K	Sell	3,047 -582	-16%	-$35.1K	0.47%	38
2024 Q2	$209K	Sell	3,629 -144	-4%	-$8.23K	0.44%	48
2024 Q1	$219K	Sell	3,773 -50	-1%	-$2.78K	0.25%	87
2023 Q4	$206K	Sell	3,823 -3,112	-45%	-$158K	0.25%	86
2023 Q3	$343K	Sell	6,935 -399	-5%	-$20.7K	0.44%	47
2023 Q2	$378K	Buy	+7,334	New	+$369K	0.4%	74
2023 Q1	–	Sell	-776	Closed	-$38.8K	–	106
2022 Q4	$38.8K	Buy	+776	New	+$38.1K	0.05%	141

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LGT Financial Advisors's DGRO Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 525 shares — an estimated $35.7K sold.

LGT Financial Advisors first reported a position in DGRO in Q4 2022 and held it in 11 quarters. The position peaked at $378K in Q2 2023. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

LGT Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 525 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $35.7K.
LGT Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's iShares Core Dividend Growth ETF position peaked at $378K in Q2 2023.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.