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Straight Path Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Straight Path Wealth 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
Q4 		– Sell
-3,304
Closed -$225K – 136
2025
Q3 		$225K Buy
+3,304
New +$218K 0.06% 126
2025
Q2 		– Sell
-3,854
Closed -$238K – 118
2025
Q1 		$238K Buy
+3,854
New +$242K 0.1% 86

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

Straight Path Wealth Management's DGRO Position: Q4 2025 in Review

Straight Path Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 3,304 shares — an estimated $225K sold.

Straight Path Wealth Management first reported a position in DGRO in Q1 2025 and held it in 2 quarters. The position peaked at $238K in Q1 2025. 1,284 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Straight Path Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Straight Path Wealth Management sold 3,304 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $225K.
  • Straight Path Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and held it in 2 quarters.
  • Straight Path Wealth Management's iShares Core Dividend Growth ETF position peaked at $238K in Q1 2025.
  • 1,284 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Straight Path Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.