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

Tucker 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 Q4	$27.6K	Hold	398	–	–	0.01%	406
2025 Q3	$27.1K	Hold	398	–	–	0.01%	219
2025 Q2	$25.4K	Sell	398 -535	-57%	-$32.6K	0.01%	193
2025 Q1	$57.6K	Sell	933 -272	-23%	-$17K	0.02%	164
2024 Q4	$73.9K	Buy	1,205 +177	+17%	+$11.2K	0.01%	293
2024 Q3	$64.4K	Hold	1,028	–	–	0.01%	293
2024 Q2	$59.2K	Sell	1,028 -727	-41%	-$41.5K	0.01%	367
2024 Q1	$102K	Hold	1,755	–	–	0.02%	275
2023 Q4	$94.5K	Sell	1,755 -33	-2%	-$1.67K	0.02%	231
2023 Q3	$88.6K	Buy	1,788 +1,061	+146%	+$54.9K	0.02%	236
2023 Q2	$37.5K	Hold	727	–	–	0.01%	307
2023 Q1	$36.3K	Hold	727	–	–	0.01%	307
2022 Q4	$36.5K	Hold	727	–	–	0.01%	177
2022 Q3	$35.6K	Hold	727	–	–	0.01%	170
2022 Q2	$34.6K	Buy	+727	New	+$36.7K	0.01%	123

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tucker Asset Management's DGRO Position: Q4 2025 in Review

Tucker Asset Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q4 2025 at 398 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #406.

Tucker Asset Management first reported a position in DGRO in Q2 2022 and has held it in 15 quarters since. The position peaked at $102K in Q1 2024. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Tucker Asset Management held 398 shares of iShares Core Dividend Growth ETF worth $27.6K as of Q4 2025.
Tucker Asset Management left its iShares Core Dividend Growth ETF share count unchanged in Q4 2025.
iShares Core Dividend Growth ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #406 holding.
Tucker Asset Management first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 15 quarters since.
Tucker Asset Management's iShares Core Dividend Growth ETF position peaked at $102K in Q1 2024.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.