Sheaff Brock Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sheaff Brock Investment 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 Q1	$446K	Buy	7,216 +26	+0.4%	+$1.63K	0.04%	277
2024 Q4	$441K	Buy	7,190 +1	+0%	+$63	0.04%	275
2024 Q3	$451K	Buy	7,189 +102	+1%	+$6.15K	0.04%	269
2024 Q2	$408K	Buy	7,087 +1	+0%	+$57	0.04%	275
2024 Q1	$411K	Buy	7,086 +186	+3%	+$10.3K	0.03%	311
2023 Q4	$371K	Buy	6,900 +2	+0%	+$101	0.03%	309
2023 Q3	$342K	Hold	6,898	–	–	0.03%	302
2023 Q2	$355K	Buy	6,898 +296	+4%	+$14.9K	0.03%	313
2023 Q1	$330K	Buy	6,602 +477	+8%	+$23.9K	0.03%	330
2022 Q4	$306K	Hold	6,125	–	–	0.03%	334
2022 Q3	$272K	Buy	6,125 +100	+2%	+$4.92K	0.03%	353
2022 Q2	$287K	Buy	6,025 +400	+7%	+$20.2K	0.02%	353
2022 Q1	$300K	Hold	5,625	–	–	0.02%	374
2021 Q4	$313K	Buy	+5,625	New	+$300K	0.02%	367

Other funds holding DGRO

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's DGRO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.36% in Q1 2025, buying an estimated $1.63K and bringing the position to 7,216 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #277.

Sheaff Brock Investment Advisors first reported a position in DGRO in Q4 2021 and has held it in 14 quarters since. The position peaked at $451K in Q3 2024. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

Sheaff Brock Investment Advisors held 7,216 shares of iShares Core Dividend Growth ETF worth $446K as of Q1 2025.
Sheaff Brock Investment Advisors bought 26 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $1.63K.
iShares Core Dividend Growth ETF made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #277 holding.
Sheaff Brock Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 14 quarters since.
Sheaff Brock Investment Advisors's iShares Core Dividend Growth ETF position peaked at $451K in Q3 2024.
1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.