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

Raleigh 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 Q4	–	Sell	-69	Closed	-$4.72K	–	589
2025 Q3	$4.72K	Buy	+69	New	+$4.56K	﹤0.01%	379
2025 Q1	–	Sell	-516	Closed	-$31.7K	–	683
2024 Q4	$31.7K	Hold	516	–	–	0.01%	378
2024 Q3	$32.3K	Hold	516	–	–	0.01%	373
2024 Q2	$29.7K	Hold	516	–	–	0.01%	373
2024 Q1	$30K	Hold	516	–	–	0.01%	373
2023 Q4	$27.8K	Hold	516	–	–	0.01%	379
2023 Q3	$25.6K	Buy	+516	New	+$26.7K	0.01%	357

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raleigh Capital Management's DGRO Position: Q4 2025 in Review

Raleigh Capital Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 69 shares — an estimated $4.72K sold.

Raleigh Capital Management first reported a position in DGRO in Q3 2023 and held it in 7 quarters. The position peaked at $32.3K in Q3 2024. 1,288 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Raleigh Capital Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Raleigh Capital Management sold 69 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $4.72K.
Raleigh Capital Management first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and held it in 7 quarters.
Raleigh Capital Management's iShares Core Dividend Growth ETF position peaked at $32.3K in Q3 2024.
1,288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Raleigh Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.