Priebe Wealth Holdings’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Priebe Wealth Holdings’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	$903K	Sell	14,128 -7,120	-34%	-$434K	0.78%	28
2025 Q1	$1.31M	Sell	21,248 -314	-1%	-$19.7K	0.82%	22
2024 Q4	$1.32M	Sell	21,562 -125	-0.6%	-$7.89K	0.9%	18
2024 Q3	$1.36M	Sell	21,687 -2,823	-12%	-$170K	0.99%	14
2024 Q2	$1.41M	Sell	24,510 -933	-4%	-$53.3K	1.12%	13
2024 Q1	$1.48M	Sell	25,443 -402	-2%	-$22.3K	1.15%	14
2023 Q4	$1.39M	Buy	+25,845	New	+$1.31M	1.14%	15

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

Priebe Wealth Holdings's DGRO Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its iShares Core Dividend Growth ETF (DGRO) stake by 34% in Q2 2025, selling an estimated $434K and leaving 14,128 shares worth $903K. The position accounts for 0.78% of the portfolio, ranked #28.

Priebe Wealth Holdings first reported a position in DGRO in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2024. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Priebe Wealth Holdings held 14,128 shares of iShares Core Dividend Growth ETF worth $903K as of Q2 2025.
Priebe Wealth Holdings sold 7,120 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $434K.
iShares Core Dividend Growth ETF made up 0.78% of Priebe Wealth Holdings's portfolio in Q2 2025, its #28 holding.
Priebe Wealth Holdings first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's iShares Core Dividend Growth ETF position peaked at $1.48M in Q1 2024.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.