Oak Harbor Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-1,380	Closed	-$94K	–	280
2025 Q3	$94K	Hold	1,380	–	–	0.02%	209
2025 Q2	$88.2K	Hold	1,380	–	–	0.02%	206
2025 Q1	$85.3K	Hold	1,380	–	–	0.02%	209
2024 Q4	$84.6K	Hold	1,380	–	–	0.02%	186
2024 Q3	$86.5K	Hold	1,380	–	–	0.02%	180
2024 Q2	$79.5K	Sell	1,380 -105	-7%	-$6K	0.03%	177
2024 Q1	$86.2K	Hold	1,485	–	–	0.03%	183
2023 Q4	$79.9K	Buy	+1,485	New	+$75.3K	0.03%	178

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Oak Harbor Wealth Partners's DGRO Position: Q4 2025 in Review

Oak Harbor Wealth Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 1,380 shares — an estimated $94K sold.

Oak Harbor Wealth Partners first reported a position in DGRO in Q4 2023 and held it in 8 quarters. The position peaked at $94K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Oak Harbor Wealth Partners reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Oak Harbor Wealth Partners sold 1,380 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $94K.
Oak Harbor Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 8 quarters.
Oak Harbor Wealth Partners's iShares Core Dividend Growth ETF position peaked at $94K in Q3 2025.
1,288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.