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

PFG Private 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
Q2 		– Sell
-2,199
Closed -$136K – 105
2025
Q1 		$136K Hold
2,199
– – 0.07% 78
2024
Q4 		$135K Sell
2,199
-154
-7% -$9.72K 0.08% 69
2024
Q3 		$148K Hold
2,353
– – 0.09% 70
2024
Q2 		$136K Hold
2,353
– – 0.08% 69
2024
Q1 		$137K Sell
2,353
-18
-0.8% -$999 0.09% 71
2023
Q4 		$128K Hold
2,371
– – 0.09% 66
2023
Q3 		$117K Sell
2,371
-1,773
-43% -$91.8K 0.09% 60
2023
Q2 		$214K Buy
4,144
+1,621
+64% +$81.5K 0.13% 46
2023
Q1 		$126K Sell
2,523
-7
-0.3% -$351 0.08% 77
2022
Q4 		$127K Hold
2,530
– – 0.08% 70
2022
Q3 		$113K Sell
2,530
-1,794
-41% -$88.3K 0.07% 70
2022
Q2 		$206K Sell
4,324
-340
-7% -$17.1K 0.12% 62
2022
Q1 		$249K Sell
4,664
-2,612
-36% -$139K 0.13% 63
2021
Q4 		$404K Sell
7,276
-240,953
-97% -$12.9M 0.21% 42
2021
Q3 		$12.5M Buy
248,229
+12,242
+5% +$634K 7.3% 2
2021
Q2 		$11.9M Buy
235,987
+273
+0.1% +$13.7K 7.71% 2
2021
Q1 		$11.4M Buy
235,714
+27,236
+13% +$1.26M 7.83% 3
2020
Q4 		$9.34M Buy
208,478
+11,433
+6% +$486K 7.16% 2
2020
Q3 		$7.84M Sell
197,045
-1,186
-0.6% -$47.1K 6.83% 3
2020
Q2 		$7.45M Sell
198,231
-6,239
-3% -$227K 7.02% 3
2020
Q1 		$6.66M Buy
204,470
+33,305
+19% +$1.3M 7.17% 3
2019
Q4 		$7.2M Buy
+171,165
New +$6.92M 6.43% 3

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PFG Private Wealth Management's DGRO Position: Q2 2025 in Review

PFG Private Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 2,199 shares — an estimated $136K sold.

PFG Private Wealth Management first reported a position in DGRO in Q4 2019 and held it in 22 quarters. The position peaked at $12.5M in Q3 2021. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • PFG Private Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 2,199 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $136K.
  • PFG Private Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 22 quarters.
  • PFG Private Wealth Management's iShares Core Dividend Growth ETF position peaked at $12.5M in Q3 2021.
  • 1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.