Resurgent Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Resurgent Financial Advisors’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	-4,528	Closed	-$290K	–	211
2025 Q2	$290K	Buy	+4,528	New	+$276K	0.16%	150
2024 Q1	–	Sell	-828	Closed	-$44.6K	–	261
2023 Q4	$44.6K	Sell	828 -1,238	-60%	-$62.8K	0.03%	354
2023 Q3	$102K	Buy	2,066 +1,108	+116%	+$57.4K	0.07%	225
2023 Q2	$49.4K	Sell	958 -1	-0.1%	-$50	0.03%	332
2023 Q1	$47.9K	Sell	959 -3,508	-79%	-$176K	0.03%	336
2022 Q4	$223K	Buy	+4,467	New	+$219K	0.12%	182

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

Resurgent Financial Advisors's DGRO Position: Q3 2025 in Review

Resurgent Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 4,528 shares — an estimated $290K sold.

Resurgent Financial Advisors first reported a position in DGRO in Q4 2022 and held it in 6 quarters. The position peaked at $290K in Q2 2025. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Resurgent Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 4,528 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $290K.
Resurgent Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 6 quarters.
Resurgent Financial Advisors's iShares Core Dividend Growth ETF position peaked at $290K in Q2 2025.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.