Old Mission Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Old Mission Capital’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 Q3	–	Sell	-8,000	Closed	-$512K	–	1090
2025 Q2	$512K	Buy	+8,000	New	+$488K	0.01%	704
2025 Q1	–	Sell	-19,141	Closed	-$1.17M	–	980
2024 Q4	$1.17M	Buy	+19,141	New	+$1.21M	0.02%	332
2020 Q1	–	Sell	-26,939	Closed	-$1.13M	–	394
2019 Q4	$1.13M	Buy	+26,939	New	+$1.09M	0.09%	146

Other funds holding DGRO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Old Mission Capital's DGRO Position: Q3 2025 in Review

Old Mission Capital sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 8,000 shares — an estimated $512K sold.

Old Mission Capital first reported a position in DGRO in Q4 2019 and held it in 3 quarters. The position peaked at $1.17M in Q4 2024. 1,184 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Old Mission Capital reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Old Mission Capital sold 8,000 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $512K.
Old Mission Capital first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 3 quarters.
Old Mission Capital's iShares Core Dividend Growth ETF position peaked at $1.17M in Q4 2024.
1,184 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.