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

Midland Wealth Advisors’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	-10,409	Closed	-$666K	–	175
2025 Q2	$666K	Sell	10,409 -2,502	-19%	-$153K	0.04%	98
2025 Q1	$798K	Sell	12,911 -3,257	-20%	-$204K	0.05%	92
2024 Q4	$992K	Sell	16,168 -628	-4%	-$39.6K	0.06%	82
2024 Q3	$1.05M	Sell	16,796 -5,104	-23%	-$308K	0.06%	85
2024 Q2	$1.26M	Sell	21,900 -10,235	-32%	-$585K	0.07%	72
2024 Q1	$1.87M	Sell	32,135 -35,615	-53%	-$1.98M	0.11%	50
2023 Q4	$3.65M	Buy	+67,750	New	+$3.44M	0.25%	24

Other funds holding DGRO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Midland Wealth Advisors's DGRO Position: Q3 2025 in Review

Midland Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 10,409 shares — an estimated $666K sold.

Midland Wealth Advisors first reported a position in DGRO in Q4 2023 and held it in 7 quarters. The position peaked at $3.65M in Q4 2023. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Midland Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Midland Wealth Advisors sold 10,409 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $666K.
Midland Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 7 quarters.
Midland Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $3.65M in Q4 2023.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Midland Wealth Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.