Nicolet Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$276K Sell
3,878
-7,303
-65% -$502K 0.02% 344
2025
Q3
$766K Buy
11,181
+1
+0% +$66 0.06% 164
2025
Q2
$717K Buy
11,180
+7,305
+189% +$445K 0.06% 168
2025
Q1
$222K Buy
3,875
+197
+5% +$12.3K 0.02% 343
2024
Q4
$222K Buy
3,678
+9
+0.2% +$568 0.02% 352
2024
Q3
$228K Sell
3,669
-434
-11% -$26.2K 0.02% 338
2024
Q2
$239K Hold
4,103
0.02% 319
2024
Q1
$235K Buy
+4,103
New +$228K 0.02% 311
2022
Q2
Sell
-3,812
Closed -$204K 191
2022
Q1
$204K Sell
3,812
-1,209
-24% -$64.6K 0.03% 191
2021
Q4
$279K Buy
+5,021
New +$268K 0.03% 159

Other funds holding DGRO

Nicolet Advisory Services's DGRO Position: Q4 2025 in Review

Nicolet Advisory Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 65% in Q4 2025, selling an estimated $502K and leaving 3,878 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #344.

Nicolet Advisory Services first reported a position in DGRO in Q4 2021 and has held it in 10 quarters since. The position peaked at $766K in Q3 2025. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Nicolet Advisory Services held 3,878 shares of iShares Core Dividend Growth ETF worth $276K as of Q4 2025.
  • Nicolet Advisory Services sold 7,303 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $502K.
  • iShares Core Dividend Growth ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #344 holding.
  • Nicolet Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 10 quarters since.
  • Nicolet Advisory Services's iShares Core Dividend Growth ETF position peaked at $766K in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.