Meridian Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Meridian 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 Q1	–	Sell	-3,519	Closed	-$216K	–	79
2024 Q4	$216K	Buy	3,519 +1	+0%	+$63	0.06%	94
2024 Q3	$221K	Sell	3,518 -113	-3%	-$6.81K	0.06%	88
2024 Q2	$209K	Buy	3,631 +116	+3%	+$6.63K	0.06%	93
2024 Q1	$204K	Buy	+3,515	New	+$195K	0.06%	95
2023 Q4	–	Sell	-7,062	Closed	-$350K	–	98
2023 Q3	$350K	Buy	7,062 +442	+7%	+$22.9K	0.11%	74
2023 Q2	$341K	Buy	6,620 +903	+16%	+$45.4K	0.11%	76
2023 Q1	$286K	Buy	+5,717	New	+$287K	0.09%	79

Other funds holding DGRO

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Meridian Management's DGRO Position: Q1 2025 in Review

Meridian Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2025, closing a stake of 3,519 shares — an estimated $216K sold.

Meridian Management first reported a position in DGRO in Q1 2023 and held it in 7 quarters. The position peaked at $350K in Q3 2023. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

Meridian Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
Meridian Management sold 3,519 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $216K.
Meridian Management first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and held it in 7 quarters.
Meridian Management's iShares Core Dividend Growth ETF position peaked at $350K in Q3 2023.
1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Meridian Management's 13F filing for Q1 2025, filed 7 May 2025.