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

Private Wealth Management Group’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
Q1 		– Sell
-2,157
Closed -$132K – 1510
2024
Q4 		$132K Buy
+2,157
New +$136K 0.05% 99
2024
Q1 		– Sell
-670
Closed -$36.1K – 1521
2023
Q4 		$36.1K Buy
+670
New +$34K 0.02% 196

Other funds holding DGRO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Management Group's DGRO Position: Q1 2025 in Review

Private Wealth Management Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2025, closing a stake of 2,157 shares — an estimated $132K sold.

Private Wealth Management Group first reported a position in DGRO in Q4 2023 and held it in 2 quarters. The position peaked at $132K in Q4 2024. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

  • Private Wealth Management Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 2,157 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $132K.
  • Private Wealth Management Group first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's iShares Core Dividend Growth ETF position peaked at $132K in Q4 2024.
  • 1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.