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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$335K Buy
4,822
+552
+13% +$38K 0.1% 167
2025
Q3
$291K Buy
4,270
+1,117
+35% +$73.8K 0.08% 182
2025
Q2
$202K Buy
3,153
+2,171
+221% +$132K 0.07% 210
2025
Q1
$60.7K Buy
982
+49
+5% +$3.07K 0.02% 247
2024
Q4
$57.2K Buy
933
+448
+92% +$28.3K 0.02% 239
2024
Q3
$30.4K Hold
485
0.01% 244
2024
Q2
$28.6K Hold
485
0.01% 243
2024
Q1
$28.2K Hold
485
0.01% 232
2023
Q4
$26.1K Buy
+485
New +$24.6K 0.01% 230

Other funds holding DGRO

MGB Wealth Management's DGRO Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q4 2025, buying an estimated $38K and bringing the position to 4,822 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #167.

MGB Wealth Management first reported a position in DGRO in Q4 2023 and has held it in 9 quarters since. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • MGB Wealth Management held 4,822 shares of iShares Core Dividend Growth ETF worth $335K as of Q4 2025.
  • MGB Wealth Management bought 552 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $38K.
  • iShares Core Dividend Growth ETF made up 0.1% of MGB Wealth Management's portfolio in Q4 2025, its #167 holding.
  • MGB Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.