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Strategic Equity Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Strategic Equity 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
Q2 		– Sell
-109,135
Closed -$6.74M – 73
2025
Q1 		$6.74M Buy
109,135
+4,091
+4% +$256K 2.83% 13
2024
Q4 		$6.44M Buy
105,044
+7,848
+8% +$495K 2.71% 12
2024
Q3 		$6.09M Buy
+97,196
New +$5.86M 2.89% 11
2024
Q2 		– Sell
-64,935
Closed -$3.77M – 46
2024
Q1 		$3.77M Buy
+64,935
New +$3.61M 3.15% 12

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Strategic Equity Management's DGRO Position: Q2 2025 in Review

Strategic Equity Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 109,135 shares — an estimated $6.74M sold.

Strategic Equity Management first reported a position in DGRO in Q1 2024 and held it in 4 quarters. The position peaked at $6.74M in Q1 2025. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Strategic Equity Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Equity Management sold 109,135 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $6.74M.
  • Strategic Equity Management first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and held it in 4 quarters.
  • Strategic Equity Management's iShares Core Dividend Growth ETF position peaked at $6.74M in Q1 2025.
  • 1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Strategic Equity Management's 13F filing for Q2 2025, filed 11 Aug 2025.