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Marcum Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Marcum Wealth’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 		$546K Buy
8,846
+11
+0.1% +$689 0.05% 179
2024
Q4 		$542K Hold
8,835
– – 0.05% 182
2024
Q3 		$554K Sell
8,835
-570
-6% -$34.4K 0.05% 179
2024
Q2 		$542K Buy
9,405
+2,000
+27% +$114K 0.05% 176
2024
Q1 		$430K Buy
7,405
+95
+1% +$5.27K 0.04% 212
2023
Q4 		$393K Sell
7,310
-148
-2% -$7.5K 0.04% 216
2023
Q3 		$369K Sell
7,458
-132
-2% -$6.83K 0.04% 209
2023
Q2 		$391K Sell
7,590
-129
-2% -$6.49K 0.05% 210
2023
Q1 		$386K Sell
7,719
-1,135
-13% -$57K 0.05% 212
2022
Q4 		$443K Sell
8,854
-7
-0.1% -$344 0.06% 182
2022
Q3 		$394K Buy
8,861
+76
+0.9% +$3.74K 0.06% 188
2022
Q2 		$419K Buy
8,785
+401
+5% +$20.2K 0.06% 181
2022
Q1 		$448K Sell
8,384
-1,364
-14% -$72.8K 0.06% 178
2021
Q4 		$542K Sell
9,748
-1,054
-10% -$56.2K 0.08% 162
2021
Q3 		$543K Buy
+10,802
New +$560K 0.09% 142

Other funds holding DGRO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marcum Wealth's DGRO Position: Q1 2025 in Review

Marcum Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.12% in Q1 2025, buying an estimated $689 and bringing the position to 8,846 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #179.

Marcum Wealth first reported a position in DGRO in Q3 2021 and has held it in 15 quarters since. The position peaked at $554K in Q3 2024. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

  • Marcum Wealth held 8,846 shares of iShares Core Dividend Growth ETF worth $546K as of Q1 2025.
  • Marcum Wealth bought 11 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $689.
  • iShares Core Dividend Growth ETF made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #179 holding.
  • Marcum Wealth first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 15 quarters since.
  • Marcum Wealth's iShares Core Dividend Growth ETF position peaked at $554K in Q3 2024.
  • 1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.