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Lowe Brockenbrough & Co’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lowe Brockenbrough & Co’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
-1,768
Closed -$113K – 336
2025
Q2 		$113K Buy
+1,768
New +$108K 0.01% 281

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lowe Brockenbrough & Co's DGRO Position: Q3 2025 in Review

Lowe Brockenbrough & Co sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 1,768 shares — an estimated $113K sold.

Lowe Brockenbrough & Co first reported a position in DGRO in Q2 2025 and held it in 1 quarter. The position peaked at $113K in Q2 2025. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Lowe Brockenbrough & Co reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 1,768 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $113K.
  • Lowe Brockenbrough & Co first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and held it in 1 quarter.
  • Lowe Brockenbrough & Co's iShares Core Dividend Growth ETF position peaked at $113K in Q2 2025.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2025, filed 5 Nov 2025.