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Rossmore Private Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Rossmore Private Capital’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
-300
Closed -$20.4K – 350
2025
Q3 		$20.4K Buy
+300
New +$19.8K ﹤0.01% 312

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rossmore Private Capital's DGRO Position: Q4 2025 in Review

Rossmore Private Capital sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 300 shares — an estimated $20.4K sold.

Rossmore Private Capital first reported a position in DGRO in Q3 2025 and held it in 1 quarter. The position peaked at $20.4K in Q3 2025. 1,280 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Rossmore Private Capital reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Rossmore Private Capital sold 300 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $20.4K.
  • Rossmore Private Capital first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and held it in 1 quarter.
  • Rossmore Private Capital's iShares Core Dividend Growth ETF position peaked at $20.4K in Q3 2025.
  • 1,280 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Rossmore Private Capital's 13F filing for Q4 2025, filed 5 Feb 2026.