Nalls Sherbakoff Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Nalls Sherbakoff Group’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	$260K	Sell	3,742 -8	-0.2%	-$550	0.19%	84
2025 Q3	$255K	Sell	3,750 -15	-0.4%	-$991	0.17%	84
2025 Q2	$241K	Sell	3,765 -880	-19%	-$53.7K	0.18%	87
2025 Q1	$287K	Buy	+4,645	New	+$291K	0.23%	68
2023 Q4	$250K	Hold	4,645	–	–	0.22%	65
2023 Q3	$230K	Hold	4,645	–	–	0.22%	61
2023 Q2	$228K	Hold	4,645	–	–	0.22%	64
2023 Q1	$230K	Buy	+4,645	New	+$233K	0.23%	66

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Nalls Sherbakoff Group's DGRO Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.21% in Q4 2025, selling an estimated $550 and leaving 3,742 shares worth $260K. The position accounts for 0.19% of the portfolio, ranked #84.

Nalls Sherbakoff Group first reported a position in DGRO in Q1 2023 and has held it in 8 quarters since. The position peaked at $287K in Q1 2025. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Nalls Sherbakoff Group held 3,742 shares of iShares Core Dividend Growth ETF worth $260K as of Q4 2025.
Nalls Sherbakoff Group sold 8 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $550.
iShares Core Dividend Growth ETF made up 0.19% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #84 holding.
Nalls Sherbakoff Group first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's iShares Core Dividend Growth ETF position peaked at $287K in Q1 2025.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.