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

Moller Wealth Partners’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
Q4 		– Sell
-3,520
Closed -$240K – 70
2025
Q3 		$240K Sell
3,520
-1,359
-28% -$89.8K 0.05% 66
2025
Q2 		$312K Buy
4,879
+413
+9% +$25.2K 0.07% 51
2025
Q1 		$276K Buy
4,466
+10
+0.2% +$627 0.07% 57
2024
Q4 		$273K Buy
+4,456
New +$281K 0.07% 57

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moller Wealth Partners's DGRO Position: Q4 2025 in Review

Moller Wealth Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 3,520 shares — an estimated $240K sold.

Moller Wealth Partners first reported a position in DGRO in Q4 2024 and held it in 4 quarters. The position peaked at $312K in Q2 2025. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Moller Wealth Partners reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Moller Wealth Partners sold 3,520 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $240K.
  • Moller Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 4 quarters.
  • Moller Wealth Partners's iShares Core Dividend Growth ETF position peaked at $312K in Q2 2025.
  • 1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Moller Wealth Partners's 13F filing for Q4 2025, filed 8 Jan 2026.