RA
DGRO icon

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

Rise 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
-447
Closed -$28.6K – 1549
2025
Q2 		$28.6K Buy
447
+2
+0.4% +$122 0.01% 362
2025
Q1 		$27.5K Buy
+445
New +$27.9K 0.01% 354
2023
Q2 		– Sell
-639
Closed -$32K – 707
2023
Q1 		$32K Buy
639
+4
+0.6% +$201 0.02% 198
2022
Q4 		$31.8K Sell
635
-14
-2% -$687 0.03% 195
2022
Q3 		$29K Sell
649
-95
-13% -$4.68K 0.02% 206
2022
Q2 		$35K Buy
744
+3
+0.4% +$151 0.04% 172
2022
Q1 		$40K Buy
741
+4
+0.5% +$214 0.04% 167
2021
Q4 		$41K Buy
+737
New +$39.3K 0.04% 169

Other funds holding DGRO

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 $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return