Lindbrook Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lindbrook Capital’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	$85.2K	Sell	1,379 -577	-29%	-$36.2K	0.01%	736
2024 Q4	$120K	Buy	1,956 +577	+42%	+$36.4K	0.01%	506
2024 Q3	$86.5K	Hold	1,379	–	–	0.01%	601
2024 Q2	$79.4K	Hold	1,379	–	–	0.01%	618
2024 Q1	$80.1K	Hold	1,379	–	–	0.01%	609
2023 Q4	$74.2K	Hold	1,379	–	–	0.01%	614
2023 Q3	$68.3K	Hold	1,379	–	–	0.01%	583
2023 Q2	$71.1K	Hold	1,379	–	–	0.01%	589
2023 Q1	$68.9K	Hold	1,379	–	–	0.01%	585
2022 Q4	$69K	Hold	1,379	–	–	0.01%	585
2022 Q3	$61K	Sell	1,379 -3,000	-69%	-$148K	0.01%	577
2022 Q2	$209K	Hold	4,379	–	–	0.03%	275
2022 Q1	$234K	Sell	4,379 -1,000	-19%	-$53.4K	0.04%	255
2021 Q4	$299K	Buy	5,379 +2,379	+79%	+$127K	0.05%	231
2021 Q3	$151K	Sell	3,000 -3,642	-55%	-$189K	0.04%	196
2021 Q2	$334K	Hold	6,642	–	–	0.07%	116
2021 Q1	$321K	Hold	6,642	–	–	0.07%	112
2020 Q4	$298K	Buy	6,642 +5,500	+482%	+$234K	0.07%	108
2020 Q3	$45K	Sell	1,142 -2,000	-64%	-$79.5K	0.01%	379
2020 Q2	$118K	Sell	3,142 -1,358	-30%	-$49.4K	0.04%	178
2020 Q1	$147K	Sell	4,500 -6,350	-59%	-$248K	0.06%	131
2019 Q4	$456K	Buy	10,850 +1,450	+15%	+$58.6K	0.16%	65
2019 Q3	$368K	Buy	9,400 +800	+9%	+$30.8K	0.14%	72
2019 Q2	$328K	Buy	8,600 +1,600	+23%	+$60K	0.13%	82
2019 Q1	$257K	Buy	7,000 +3,000	+75%	+$107K	0.1%	102
2018 Q4	$132K	Buy	+4,000	New	+$141K	0.07%	155

Other funds holding DGRO

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lindbrook Capital's DGRO Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares Core Dividend Growth ETF (DGRO) stake by 29% in Q1 2025, selling an estimated $36.2K and leaving 1,379 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #736.

Lindbrook Capital first reported a position in DGRO in Q4 2018 and has held it in 26 quarters since. The position peaked at $456K in Q4 2019. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

Lindbrook Capital held 1,379 shares of iShares Core Dividend Growth ETF worth $85.2K as of Q1 2025.
Lindbrook Capital sold 577 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $36.2K.
iShares Core Dividend Growth ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #736 holding.
Lindbrook Capital first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 26 quarters since.
Lindbrook Capital's iShares Core Dividend Growth ETF position peaked at $456K in Q4 2019.
1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.