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

Simon Quick 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
Q4 		– Sell
-3,599
Closed -$245K – 404
2025
Q3 		$245K Buy
3,599
+145
+4% +$9.58K 0.01% 359
2025
Q2 		$221K Buy
3,454
+3
+0.1% +$183 0.01% 339
2025
Q1 		$213K Sell
3,451
-665
-16% -$41.7K 0.01% 541
2024
Q4 		$252K Buy
4,116
+673
+20% +$42.5K 0.02% 388
2024
Q3 		$216K Buy
+3,443
New +$208K 0.01% 388
2023
Q4 		– Sell
-5,923
Closed -$293K – 348
2023
Q3 		$293K Buy
+5,923
New +$307K 0.03% 239
2023
Q2 		– Sell
-4,136
Closed -$207K – 288
2023
Q1 		$207K Sell
4,136
-1,591
-28% -$79.9K 0.02% 256
2022
Q4 		$286K Buy
5,727
+194
+4% +$9.52K 0.03% 183
2022
Q3 		$246K Buy
+5,533
New +$272K 0.03% 165
2021
Q2 		– Sell
-21
Closed -$1K – 450
2021
Q1 		$1K Hold
21
– – ﹤0.01% 435
2020
Q4 		$1K Hold
21
– – ﹤0.01% 420
2020
Q3 		$1K Buy
21
+1
+5% +$40 ﹤0.01% 422
2020
Q2 		$1K Sell
20
-1
-5% -$36 ﹤0.01% 430
2020
Q1 		$1K Sell
21
-2,708
-99% -$106K ﹤0.01% 443
2019
Q4 		$115K Buy
2,729
+15
+0.6% +$607 0.04% 131
2019
Q3 		$106K Buy
2,714
+18
+0.7% +$693 0.05% 112
2019
Q2 		$103K Buy
2,696
+16
+0.6% +$600 0.05% 88
2019
Q1 		$99K Buy
2,680
+16
+0.6% +$569 0.04% 119
2018
Q4 		$88K Buy
2,664
+15
+0.6% +$527 0.03% 121
2018
Q3 		$98K Buy
2,649
+17
+0.6% +$618 0.04% 118
2018
Q2 		$90K Buy
+2,632
New +$90.6K 0.04% 127

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $250B AUM 21.32% 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 $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Simon Quick Advisors's DGRO Position: Q4 2025 in Review

Simon Quick Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 3,599 shares — an estimated $245K sold.

Simon Quick Advisors first reported a position in DGRO in Q2 2018 and held it in 21 quarters. The position peaked at $293K in Q3 2023. 1,285 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Simon Quick Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 3,599 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $245K.
  • Simon Quick Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2018 and held it in 21 quarters.
  • Simon Quick Advisors's iShares Core Dividend Growth ETF position peaked at $293K in Q3 2023.
  • 1,285 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.