Prelude Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Prelude Capital 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	-3,546	Closed	-$227K	–	1192
2025 Q2	$227K	Buy	+3,546	New	+$216K	0.02%	747
2023 Q4	–	Sell	-9,901	Closed	-$490K	–	1172
2023 Q3	$490K	Buy	+9,901	New	+$513K	0.03%	479
2021 Q1	–	Sell	-14,961	Closed	-$671K	–	1597
2020 Q4	$671K	Sell	14,961 -23,953	-62%	-$1.02M	0.02%	612
2020 Q3	$1.55M	Buy	38,914 +19,436	+100%	+$772K	0.07%	200
2020 Q2	$732K	Sell	19,478 -519	-3%	-$18.9K	0.04%	386
2020 Q1	$652K	Buy	+19,997	New	+$782K	0.04%	280

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Prelude Capital Management's DGRO Position: Q3 2025 in Review

Prelude Capital Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 3,546 shares — an estimated $227K sold.

Prelude Capital Management first reported a position in DGRO in Q1 2020 and held it in 6 quarters. The position peaked at $1.55M in Q3 2020. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Prelude Capital Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Prelude Capital Management sold 3,546 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $227K.
Prelude Capital Management first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and held it in 6 quarters.
Prelude Capital Management's iShares Core Dividend Growth ETF position peaked at $1.55M in Q3 2020.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Prelude Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.