SOL Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

SOL Capital Management’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	-5,000	Closed	-$320K	–	309
2025 Q2	$320K	Hold	5,000	–	–	0.03%	260
2025 Q1	$309K	Hold	5,000	–	–	0.03%	264
2024 Q4	$307K	Hold	5,000	–	–	0.03%	262
2024 Q3	$313K	Hold	5,000	–	–	0.03%	265
2024 Q2	$288K	Hold	5,000	–	–	0.03%	265
2024 Q1	$290K	Hold	5,000	–	–	0.04%	268
2023 Q4	$269K	Hold	5,000	–	–	0.04%	266
2023 Q3	$248K	Hold	5,000	–	–	0.04%	261
2023 Q2	$258K	Hold	5,000	–	–	0.04%	255
2023 Q1	$250K	Hold	5,000	–	–	0.04%	259
2022 Q4	$250K	Hold	5,000	–	–	0.04%	252
2022 Q3	$222K	Hold	5,000	–	–	0.05%	249
2022 Q2	$238K	Hold	5,000	–	–	0.05%	239
2022 Q1	$267K	Hold	5,000	–	–	0.05%	237
2021 Q4	$278K	Hold	5,000	–	–	0.05%	232
2021 Q3	$251K	Hold	5,000	–	–	0.05%	230
2021 Q2	$252K	Hold	5,000	–	–	0.05%	230
2021 Q1	$241K	Hold	5,000	–	–	0.05%	224
2020 Q4	$224K	Buy	+5,000	New	+$213K	0.05%	221
2020 Q1	–	Sell	-5,000	Closed	-$210K	–	216
2019 Q4	$210K	Buy	+5,000	New	+$202K	0.05%	226

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 22.9% 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

SOL Capital Management's DGRO Position: Q3 2025 in Review

SOL Capital Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 5,000 shares — an estimated $320K sold.

SOL Capital Management first reported a position in DGRO in Q4 2019 and held it in 20 quarters. The position peaked at $320K in Q2 2025. 1,184 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

SOL Capital Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
SOL Capital Management sold 5,000 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $320K.
SOL Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 20 quarters.
SOL Capital Management's iShares Core Dividend Growth ETF position peaked at $320K in Q2 2025.
1,184 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on SOL Capital Management's 13F filing for Q3 2025, filed 29 Oct 2025.