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Synergy Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Synergy Asset 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
Q1 		– Sell
-142
Closed -$8.9K – 236
2024
Q4 		$8.9K Buy
+142
New +$8.96K ﹤0.01% 491

Other funds holding DGRO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Synergy Asset Management's DGRO Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2025, closing a stake of 142 shares — an estimated $8.9K sold.

Synergy Asset Management first reported a position in DGRO in Q4 2024 and held it in 1 quarter. The position peaked at $8.9K in Q4 2024. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 142 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $8.9K.
  • Synergy Asset Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Core Dividend Growth ETF position peaked at $8.9K in Q4 2024.
  • 1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.