MSWM
DGRO icon

Mowery & Schoenfeld Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2026
Q1 		– Sell
-422
Closed -$29.3K – 392
2025
Q4 		$29.3K Hold
422
– – 0.04% 174
2025
Q3 		$28.7K Hold
422
– – 0.05% 151
2025
Q2 		$27K Hold
422
– – 0.04% 158
2025
Q1 		$26.1K Sell
422
-664
-61% -$41.6K 0.05% 183
2024
Q4 		$66.6K Sell
1,086
-1,502
-58% -$94.8K 0.13% 95
2024
Q3 		$162K Buy
2,588
+244
+10% +$14.7K 0.26% 45
2024
Q2 		$135K Buy
2,344
+1,382
+144% +$78.9K 0.19% 52
2024
Q1 		$55.9K Sell
962
-632
-40% -$35.1K 0.11% 71
2023
Q4 		$85.8K Buy
+1,594
New +$80.8K 0.17% 61

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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