Moneywise Inc’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Moneywise Inc’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 Q2	–	Sell	-53,177	Closed	-$3.29M	–	75
2025 Q1	$3.29M	Buy	53,177 +2,078	+4%	+$130K	1.74%	17
2024 Q4	$3.13M	Buy	51,099 +7,796	+18%	+$492K	1.57%	16
2024 Q3	$2.71M	Buy	+43,303	New	+$2.61M	1.34%	19
2024 Q2	–	Sell	-15,025	Closed	-$872K	–	60
2024 Q1	$872K	Buy	+15,025	New	+$834K	0.47%	34

Other funds holding DGRO

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moneywise Inc's DGRO Position: Q2 2025 in Review

Moneywise Inc sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 53,177 shares — an estimated $3.29M sold.

Moneywise Inc first reported a position in DGRO in Q1 2024 and held it in 4 quarters. The position peaked at $3.29M in Q1 2025. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Moneywise Inc reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Moneywise Inc sold 53,177 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $3.29M.
Moneywise Inc first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and held it in 4 quarters.
Moneywise Inc's iShares Core Dividend Growth ETF position peaked at $3.29M in Q1 2025.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Moneywise Inc's 13F filing for Q2 2025, filed 16 Jul 2025.