Stuart Chaussee & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stuart Chaussee & Associates’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	-478	Closed	-$32.5K	–	40
2025 Q3	$32.5K	Hold	478	–	–	0.01%	109
2025 Q2	$30.6K	Hold	478	–	–	0.01%	108
2025 Q1	$29.5K	Hold	478	–	–	0.01%	107
2024 Q4	$29.3K	Hold	478	–	–	0.01%	108
2024 Q3	$30K	Sell	478 -871	-65%	-$52.5K	0.01%	90
2024 Q2	$77.7K	Hold	1,349	–	–	0.02%	52
2024 Q1	$78.3K	Hold	1,349	–	–	0.02%	46
2023 Q4	$72.6K	Hold	1,349	–	–	0.02%	47
2023 Q3	$66.8K	Hold	1,349	–	–	0.02%	38
2023 Q2	$69.5K	Hold	1,349	–	–	0.02%	39
2023 Q1	$67.4K	Hold	1,349	–	–	0.02%	35
2022 Q4	$67.5K	Hold	1,349	–	–	0.02%	34
2022 Q3	$60K	Hold	1,349	–	–	0.14%	27
2022 Q2	$64K	Hold	1,349	–	–	0.14%	28
2022 Q1	$72K	Buy	+1,349	New	+$72K	0.03%	36
2021 Q3	–	Sell	-198,886	Closed	-$10M	–	147
2021 Q2	$10M	Buy	198,886 +166,579	+516%	+$8.36M	4.43%	8
2021 Q1	$1.56M	Buy	+32,307	New	+$1.49M	0.6%	8
2019 Q3	–	Sell	-211,900	Closed	-$8.1M	–	129
2019 Q2	$8.1M	Sell	211,900 -7,397	-3%	-$277K	5.01%	4
2019 Q1	$8.06M	Buy	+219,297	New	+$7.8M	5.2%	4

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stuart Chaussee & Associates's DGRO Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 478 shares — an estimated $32.5K sold.

Stuart Chaussee & Associates first reported a position in DGRO in Q1 2019 and held it in 19 quarters. The position peaked at $10M in Q2 2021. 1,284 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 478 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $32.5K.
Stuart Chaussee & Associates first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and held it in 19 quarters.
Stuart Chaussee & Associates's iShares Core Dividend Growth ETF position peaked at $10M in Q2 2021.
1,284 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.