Tyler-Stone Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Tyler-Stone Wealth 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	$337K	Buy	5,271 +11	+0.2%	+$671	0.05%	247
2025 Q1	$325K	Buy	5,260 +10	+0.2%	+$627	0.06%	243
2024 Q4	$322K	Buy	5,250 +13	+0.2%	+$820	0.06%	242
2024 Q3	$328K	Buy	5,237 +2,625	+100%	+$158K	0.06%	234
2024 Q2	$150K	Hold	2,612	–	–	0.06%	224
2024 Q1	$152K	Buy	2,612 +987	+61%	+$54.8K	0.07%	223
2023 Q4	$87.5K	Hold	1,625	–	–	0.04%	279
2023 Q3	$80K	Buy	1,625 +575	+55%	+$29.8K	0.05%	277
2023 Q2	$54K	Buy	+1,050	New	+$52.8K	0.03%	331
2022 Q1	–	Sell	-6,098	Closed	-$339K	–	857
2021 Q4	$339K	Buy	+6,098	New	+$325K	0.18%	113

Other funds holding DGRO

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CIA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tyler-Stone Wealth Management's DGRO Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.21% in Q2 2025, buying an estimated $671 and bringing the position to 5,271 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #247.

Tyler-Stone Wealth Management first reported a position in DGRO in Q4 2021 and has held it in 10 quarters since. The position peaked at $339K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Tyler-Stone Wealth Management held 5,271 shares of iShares Core Dividend Growth ETF worth $337K as of Q2 2025.
Tyler-Stone Wealth Management bought 11 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $671.
iShares Core Dividend Growth ETF made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #247 holding.
Tyler-Stone Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 10 quarters since.
Tyler-Stone Wealth Management's iShares Core Dividend Growth ETF position peaked at $339K in Q4 2021.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.