Stephens Consulting’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stephens Consulting’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	-94,367	Closed	-$6.03M	–	600
2025 Q2	$6.03M	Sell	94,367 -7,264	-7%	-$443K	1.43%	12
2025 Q1	$6.28M	Buy	101,631 +2,795	+3%	+$175K	1.57%	13
2024 Q4	$6.06M	Buy	98,836 +15,537	+19%	+$980K	1.52%	13
2024 Q3	$5.22M	Buy	83,299 +78,038	+1,483%	+$4.7M	1.33%	12
2024 Q2	$303K	Sell	5,261 -183	-3%	-$10.5K	0.09%	72
2024 Q1	$316K	Buy	5,444 +2,204	+68%	+$122K	0.1%	67
2023 Q4	$174K	Buy	3,240 +1,134	+54%	+$57.5K	0.06%	83
2023 Q3	$104K	Buy	+2,106	New	+$109K	0.04%	111

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 $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stephens Consulting's DGRO Position: Q3 2025 in Review

Stephens Consulting sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 94,367 shares — an estimated $6.03M sold.

Stephens Consulting first reported a position in DGRO in Q3 2023 and held it in 8 quarters. The position peaked at $6.28M in Q1 2025. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Stephens Consulting reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 94,367 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $6.03M.
Stephens Consulting first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and held it in 8 quarters.
Stephens Consulting's iShares Core Dividend Growth ETF position peaked at $6.28M in Q1 2025.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.