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Venturi Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Venturi 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
Q1 		– Sell
-174
Closed -$10.7K – 882
2024
Q4 		$10.7K Hold
174
– – ﹤0.01% 1415
2024
Q3 		$10.9K Sell
174
-535
-75% -$32.3K ﹤0.01% 1167
2024
Q2 		$40.9K Buy
+709
New +$40.5K ﹤0.01% 725
2023
Q3 		– Sell
-112
Closed -$5.76K – 1332
2023
Q2 		$5.76K Hold
112
– – ﹤0.01% 731
2023
Q1 		$5.59K Buy
+112
New +$5.62K ﹤0.01% 806

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

Venturi Wealth Management's DGRO Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2025, closing a stake of 174 shares — an estimated $10.7K sold.

Venturi Wealth Management first reported a position in DGRO in Q1 2023 and held it in 5 quarters. The position peaked at $40.9K in Q2 2024. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 174 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $10.7K.
  • Venturi Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and held it in 5 quarters.
  • Venturi Wealth Management's iShares Core Dividend Growth ETF position peaked at $40.9K in Q2 2024.
  • 1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.