ORG Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

ORG 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	$840K	Sell	12,100 -292	-2%	-$20.1K	0.15%	139
2025 Q3	$844K	Sell	12,392 -967	-7%	-$63.9K	0.15%	133
2025 Q2	$856K	Buy	13,359 +231	+2%	+$14.1K	0.18%	116
2025 Q1	$811K	Sell	13,128 -62,209	-83%	-$3.9M	0.2%	93
2024 Q4	$4.62M	Sell	75,337 -3,941	-5%	-$249K	0.63%	37
2024 Q3	$4.97M	Sell	79,278 -18,079	-19%	-$1.09M	0.8%	30
2024 Q2	$5.6M	Buy	+97,357	New	+$5.56M	0.7%	32
2024 Q1	–	Sell	-96,569	Closed	-$5.2M	–	657
2023 Q4	$5.2M	Buy	96,569 +92,252	+2,137%	+$4.68M	0.87%	30
2023 Q3	$214K	Sell	4,317 -101,806	-96%	-$5.27M	0.06%	273
2023 Q2	$5.48M	Sell	106,123 -2,414	-2%	-$121K	0.89%	21
2023 Q1	$5.45M	Buy	+108,537	New	+$5.45M	1.33%	20

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 $71.6B AUM 21.08% 1-Year Est. Return

ORG Partners's DGRO Position: Q4 2025 in Review

ORG Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.4% in Q4 2025, selling an estimated $20.1K and leaving 12,100 shares worth $840K. The position accounts for 0.15% of the portfolio, ranked #139.

ORG Partners first reported a position in DGRO in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.6M in Q2 2024. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

ORG Partners held 12,100 shares of iShares Core Dividend Growth ETF worth $840K as of Q4 2025.
ORG Partners sold 292 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $20.1K.
iShares Core Dividend Growth ETF made up 0.15% of ORG Partners's portfolio in Q4 2025, its #139 holding.
ORG Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares Core Dividend Growth ETF position peaked at $5.6M in Q2 2024.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.