SteelPeak Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

SteelPeak Wealth’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	-6,193	Closed	-$383K	–	598
2025 Q1	$383K	Sell	6,193 -1,562	-20%	-$97.9K	0.02%	381
2024 Q4	$476K	Hold	7,755	–	–	0.02%	347
2024 Q3	$486K	Buy	7,755 +230	+3%	+$13.9K	0.02%	321
2024 Q2	$434K	Sell	7,525 -156	-2%	-$8.91K	0.02%	330
2024 Q1	$446K	Sell	7,681 -44	-0.6%	-$2.44K	0.02%	317
2023 Q4	$416K	Hold	7,725	–	–	0.02%	300
2023 Q3	$386K	Buy	+7,725	New	+$400K	0.02%	293
2023 Q1	–	Sell	-7,105	Closed	-$355K	–	402
2022 Q4	$355K	Buy	+7,105	New	+$349K	0.03%	288
2022 Q3	–	Sell	-4,355	Closed	-$207K	–	409
2022 Q2	$207K	Sell	4,355 -486	-10%	-$24.5K	0.01%	369
2022 Q1	$259K	Hold	4,841	–	–	0.01%	367
2021 Q4	$269K	Buy	4,841 +736	+18%	+$39.3K	0.02%	340
2021 Q3	$206K	Hold	4,105	–	–	0.01%	387
2021 Q2	$207K	Sell	4,105 -319	-7%	-$16K	0.01%	393
2021 Q1	$214K	Buy	+4,424	New	+$205K	0.02%	341
2020 Q1	–	Sell	-14,060	Closed	-$592K	–	262
2019 Q4	$592K	Buy	+14,060	New	+$569K	0.08%	165

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $495B AUM 43.24% 1-Year Est. Return

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

SteelPeak Wealth's DGRO Position: Q2 2025 in Review

SteelPeak Wealth sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 6,193 shares — an estimated $383K sold.

SteelPeak Wealth first reported a position in DGRO in Q4 2019 and held it in 15 quarters. The position peaked at $592K in Q4 2019. 1,163 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

SteelPeak Wealth reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
SteelPeak Wealth sold 6,193 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $383K.
SteelPeak Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 15 quarters.
SteelPeak Wealth's iShares Core Dividend Growth ETF position peaked at $592K in Q4 2019.
1,163 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.