Lion Street Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lion Street 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 Q3	–	Sell	-5,768	Closed	-$369K	–	267
2025 Q2	$369K	Buy	+5,768	New	+$352K	0.11%	190
2020 Q2	–	Sell	-31	Closed	-$1K	–	124
2020 Q1	$1K	Buy	+31	New	+$1.21K	0.01%	367

Other funds holding DGRO

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 $377B AUM 19.32% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lion Street Advisors's DGRO Position: Q3 2025 in Review

Lion Street Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 5,768 shares — an estimated $369K sold.

Lion Street Advisors first reported a position in DGRO in Q1 2020 and held it in 2 quarters. The position peaked at $369K in Q2 2025. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Lion Street Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 5,768 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $369K.
Lion Street Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and held it in 2 quarters.
Lion Street Advisors's iShares Core Dividend Growth ETF position peaked at $369K in Q2 2025.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.