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Pathway Financial Advisers’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Pathway Financial Advisers’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
-196
Closed -$13.3K – 201
2025
Q3 		$13.3K Buy
+196
New +$13K ﹤0.01% 322
2025
Q1 		– Sell
-193
Closed -$11.8K – 212
2024
Q4 		$11.8K Buy
+193
New +$12.2K ﹤0.01% 350

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pathway Financial Advisers's DGRO Position: Q4 2025 in Review

Pathway Financial Advisers sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 196 shares — an estimated $13.3K sold.

Pathway Financial Advisers first reported a position in DGRO in Q4 2024 and held it in 2 quarters. The position peaked at $13.3K in Q3 2025. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Pathway Financial Advisers reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 196 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $13.3K.
  • Pathway Financial Advisers first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 2 quarters.
  • Pathway Financial Advisers's iShares Core Dividend Growth ETF position peaked at $13.3K in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.