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Pacific Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Pacific Wealth Management’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
-5,280
Closed -$338K – 25
2025
Q2 		$338K Hold
5,280
– – 0.17% 15
2025
Q1 		$326K Hold
5,280
– – 0.18% 13
2024
Q4 		$324K Sell
5,280
-4,378
-45% -$276K 0.17% 14
2024
Q3 		$605K Sell
9,658
-1,063
-10% -$64.1K 0.28% 11
2024
Q2 		$618K Sell
10,721
-257,975
-96% -$14.7M 0.31% 12
2024
Q1 		$14.5M Hold
268,696
– – 8.25% 3
2023
Q4 		$14.5M Sell
268,696
-180,280
-40% -$9.14M 8.25% 3
2023
Q3 		$22.2M Buy
448,976
+8,445
+2% +$437K 14.63% 2
2023
Q2 		$22.7M Sell
440,531
-11,982
-3% -$603K 14.76% 2
2023
Q1 		$22.6M Buy
452,513
+26,441
+6% +$1.33M 14.53% 2
2022
Q4 		$21.3M Sell
426,072
-120,491
-22% -$5.91M 15.66% 1
2022
Q3 		$24.3M Sell
546,563
-24,636
-4% -$1.21M 21.58% 1
2022
Q2 		$27.2M Buy
571,199
+27,495
+5% +$1.39M 29.99% 1
2022
Q1 		$29M Buy
543,704
+2,218
+0.4% +$118K 25.89% 2
2021
Q4 		$30.1M Sell
541,486
-27,309
-5% -$1.46M 22.87% 2
2021
Q3 		$28.6M Buy
568,795
+5,737
+1% +$297K 23.85% 2
2021
Q2 		$28.4M Buy
563,058
+2,042
+0.4% +$102K 24.01% 2
2021
Q1 		$27.1M Buy
561,016
+21,051
+4% +$973K 23.32% 2
2020
Q4 		$24.2M Buy
+539,965
New +$23M 15.42% 5

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pacific Wealth Management's DGRO Position: Q3 2025 in Review

Pacific Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 5,280 shares — an estimated $338K sold.

Pacific Wealth Management first reported a position in DGRO in Q4 2020 and held it in 19 quarters. The position peaked at $30.1M in Q4 2021. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Pacific Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Pacific Wealth Management sold 5,280 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $338K.
  • Pacific Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 19 quarters.
  • Pacific Wealth Management's iShares Core Dividend Growth ETF position peaked at $30.1M in Q4 2021.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Pacific Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.