Montag & Caldwell’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Montag & Caldwell’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	$689K	Buy	+10,771	New	+$657K	0.15%	64

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

Montag & Caldwell's DGRO Position: Q2 2025 in Review

Montag & Caldwell opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2025: 10,771 shares worth $689K. The stake represents 0.15% of the portfolio and ranks #64 among its holdings.

1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Montag & Caldwell held 10,771 shares of iShares Core Dividend Growth ETF worth $689K as of Q2 2025.
iShares Core Dividend Growth ETF was a new Montag & Caldwell position in Q2 2025.
iShares Core Dividend Growth ETF made up 0.15% of Montag & Caldwell's portfolio in Q2 2025, its #64 holding.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.