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	–	706
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 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 22.96% 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

Rise Advisors's DGRO Position: Q3 2025 in Review

Rise Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 447 shares — an estimated $28.6K sold.

Rise Advisors first reported a position in DGRO in Q4 2021 and held it in 8 quarters. The position peaked at $41K in Q4 2021. 1,181 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Rise Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 447 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $28.6K.
Rise Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 8 quarters.
Rise Advisors's iShares Core Dividend Growth ETF position peaked at $41K in Q4 2021.
1,181 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.