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

PrairieView 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 Q2	$2K	Hold	45	–	–	﹤0.01%	339
2025 Q1	$2K	Hold	45	–	–	﹤0.01%	329
2024 Q4	$2K	Hold	45	–	–	﹤0.01%	332
2024 Q3	$2K	Sell	45 -900	-95%	-$54.3K	﹤0.01%	327
2024 Q2	$54K	Sell	945 -100	-10%	-$5.71K	0.01%	195
2024 Q1	$61K	Buy	1,045 +100	+11%	+$5.55K	0.01%	172
2023 Q4	$51K	Hold	945	–	–	0.01%	178
2023 Q3	$46K	Hold	945	–	–	0.01%	183
2023 Q2	$48K	Sell	945 -77	-8%	-$3.87K	0.01%	197
2023 Q1	$51K	Buy	1,022 +77	+8%	+$3.87K	0.01%	182
2022 Q4	$47K	Hold	945	–	–	0.01%	192
2022 Q3	$42K	Sell	945 -147	-13%	-$7.24K	0.01%	190
2022 Q2	$52K	Hold	1,092	–	–	0.01%	189
2022 Q1	$58K	Hold	1,092	–	–	0.01%	183
2021 Q4	$61K	Hold	1,092	–	–	0.01%	195
2021 Q3	$55K	Sell	1,092 -70	-6%	-$3.63K	0.01%	159
2021 Q2	$59K	Hold	1,162	–	–	0.01%	154
2021 Q1	$56K	Hold	1,162	–	–	0.01%	159
2020 Q4	$52K	Hold	1,162	–	–	0.01%	152
2020 Q3	$46K	Hold	1,162	–	–	0.01%	149
2020 Q2	$44K	Hold	1,162	–	–	0.01%	145
2020 Q1	$38K	Buy	+1,162	New	+$45.5K	0.01%	145

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PrairieView Partners's DGRO Position: Q2 2025 in Review

PrairieView Partners held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2025 at 45 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

PrairieView Partners first reported a position in DGRO in Q1 2020 and has held it in 22 quarters since. The position peaked at $61K in Q1 2024. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

PrairieView Partners held 45 shares of iShares Core Dividend Growth ETF worth $2K as of Q2 2025.
PrairieView Partners left its iShares Core Dividend Growth ETF share count unchanged in Q2 2025.
iShares Core Dividend Growth ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #339 holding.
PrairieView Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's iShares Core Dividend Growth ETF position peaked at $61K in Q1 2024.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.