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Tobias Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Tobias Financial Advisors’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
-3,653
Closed -$249K – 147
2025
Q3 		$249K Buy
3,653
+19
+0.5% +$1.26K 0.04% 115
2025
Q2 		$232K Sell
3,634
-285
-7% -$17.4K 0.04% 110
2025
Q1 		$242K Buy
3,919
+17
+0.4% +$1.06K 0.05% 99
2024
Q4 		$239K Buy
3,902
+233
+6% +$14.7K 0.05% 99
2024
Q3 		$230K Buy
+3,669
New +$221K 0.05% 99

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 22.9% 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

Tobias Financial Advisors's DGRO Position: Q4 2025 in Review

Tobias Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 3,653 shares — an estimated $249K sold.

Tobias Financial Advisors first reported a position in DGRO in Q3 2024 and held it in 5 quarters. The position peaked at $249K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Tobias Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Tobias Financial Advisors sold 3,653 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $249K.
  • Tobias Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and held it in 5 quarters.
  • Tobias Financial Advisors's iShares Core Dividend Growth ETF position peaked at $249K in Q3 2025.
  • 1,288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Tobias Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.