Litman Gregory Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Litman Gregory Wealth Management’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	$34.9M	Buy	503,026 +6,281	+1%	+$432K	2.55%	9
2025 Q3	$33.8M	Buy	496,745 +40,460	+9%	+$2.67M	2.51%	9
2025 Q2	$29.2M	Buy	456,285 +61,746	+16%	+$3.77M	2.29%	11
2025 Q1	$24.4M	Buy	394,539 +44,086	+13%	+$2.76M	2.09%	12
2024 Q4	$21.5M	Buy	350,453 +177,097	+102%	+$11.2M	1.86%	12
2024 Q3	$10.9M	Buy	173,356 +33,745	+24%	+$2.03M	0.91%	29
2024 Q2	$8.04M	Buy	139,611 +21,660	+18%	+$1.24M	0.71%	35
2024 Q1	$6.85M	Buy	117,951 +41,909	+55%	+$2.33M	0.62%	38
2023 Q4	$4.09M	Buy	76,042 +5,276	+7%	+$268K	0.39%	44
2023 Q3	$3.51M	Hold	70,766	–	–	0.36%	46
2023 Q2	$3.65M	Buy	+70,766	New	+$3.56M	0.46%	29
2023 Q1	–	Sell	-70,198	Closed	-$3.51M	–	47
2022 Q4	$3.51M	Buy	70,198 +20,114	+40%	+$987K	0.49%	29
2022 Q3	$2.23M	Buy	50,084 +14,784	+42%	+$728K	0.36%	27
2022 Q2	$1.68M	Buy	+35,300	New	+$1.78M	0.25%	40
2022 Q1	–	Sell	-4,350	Closed	-$242K	–	59
2021 Q4	$242K	Hold	4,350	–	–	0.04%	70
2021 Q3	$219K	Buy	4,350 +4,131	+1,886%	+$214K	0.04%	72
2021 Q2	$219K	Buy	+219	New	+$11K	0.04%	72

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CIA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Litman Gregory Wealth Management's DGRO Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q4 2025, buying an estimated $432K and bringing the position to 503,026 shares worth $34.9M. The position accounts for 2.55% of the portfolio, ranked #9.

Litman Gregory Wealth Management first reported a position in DGRO in Q2 2021 and has held it in 17 quarters since. 1,283 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Litman Gregory Wealth Management held 503,026 shares of iShares Core Dividend Growth ETF worth $34.9M as of Q4 2025.
Litman Gregory Wealth Management bought 6,281 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $432K.
iShares Core Dividend Growth ETF made up 2.55% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #9 holding.
Litman Gregory Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 17 quarters since.
1,283 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.