Ridgewood Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ridgewood Investments’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	-1,182	Closed	-$75.6K	–	318
2025 Q2	$75.6K	Hold	1,182	–	–	0.03%	280
2025 Q1	$73K	Hold	1,182	–	–	0.03%	273
2024 Q4	$72.5K	Hold	1,182	–	–	0.04%	270
2024 Q3	$74.1K	Hold	1,182	–	–	0.04%	262
2024 Q2	$68.1K	Buy	+1,182	New	+$67.5K	0.03%	279
2023 Q3	–	Sell	-1,782	Closed	-$91.8K	–	316
2023 Q2	$91.8K	Hold	1,782	–	–	0.05%	249
2023 Q1	$89.1K	Buy	+1,782	New	+$89.5K	0.05%	267

Other funds holding DGRO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ridgewood Investments's DGRO Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 1,182 shares — an estimated $75.6K sold.

Ridgewood Investments first reported a position in DGRO in Q1 2023 and held it in 7 quarters. The position peaked at $91.8K in Q2 2023. 1,184 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Ridgewood Investments reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 1,182 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $75.6K.
Ridgewood Investments first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares Core Dividend Growth ETF position peaked at $91.8K in Q2 2023.
1,184 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.