Single Point Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Single Point Partners’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 Q2	–	Sell	-3,858	Closed	-$238K	–	91
2025 Q1	$238K	Buy	3,858 +5	+0.1%	+$313	0.06%	76
2024 Q4	$236K	Sell	3,853 -98	-2%	-$6.18K	0.05%	70
2024 Q3	$248K	Sell	3,951 -61	-2%	-$3.68K	0.4%	28
2024 Q2	$231K	Buy	+4,012	New	+$229K	0.4%	28
2022 Q2	–	Sell	-100,982	Closed	-$303K	–	134
2022 Q1	$303K	Buy	100,982 +5,934	+6%	+$317K	0.08%	79
2021 Q4	$209K	Buy	+95,048	New	+$5.07M	0.06%	78
2020 Q4	–	Sell	-78,193	Closed	-$157K	–	73
2020 Q3	$157K	Buy	78,193 +9,790	+14%	+$389K	0.08%	68
2020 Q2	$68K	Buy	+68,403	New	+$2.49M	0.04%	63

Other funds holding DGRO

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

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

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

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

CIA

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

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

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

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

Single Point Partners's DGRO Position: Q2 2025 in Review

Single Point Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 3,858 shares — an estimated $238K sold.

Single Point Partners first reported a position in DGRO in Q2 2020 and held it in 8 quarters. The position peaked at $303K in Q1 2022. 1,160 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Single Point Partners reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Single Point Partners sold 3,858 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $238K.
Single Point Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and held it in 8 quarters.
Single Point Partners's iShares Core Dividend Growth ETF position peaked at $303K in Q1 2022.
1,160 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Single Point Partners's 13F filing for Q2 2025, filed 21 Jul 2025.