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Virtue Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Virtue Capital 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 		– Sell
-11,315
Closed -$700K – 308
2025
Q1 		$700K Buy
+11,315
New +$709K 0.08% 204
2024
Q3 		– Sell
-17,127
Closed -$1.02M – 292
2024
Q2 		$1.02M Sell
17,127
-212
-1% -$12.1K 0.17% 99
2024
Q1 		$973K Buy
+17,339
New +$963K 0.17% 106
2023
Q4 		– Sell
-24,727
Closed -$1.25M – 100
2023
Q3 		$1.27M Hold
24,727
– – 0.22% 85
2023
Q2 		$1.27M Buy
24,727
+956
+4% +$48.1K 0.22% 85
2023
Q1 		$1.18M Sell
23,771
-3,934
-14% -$198K 0.19% 92
2022
Q4 		$1.39M Sell
27,705
-8
-0% -$393 0.21% 69
2022
Q3 		$1.23M Buy
27,713
+1,105
+4% +$54.4K 0.19% 48
2022
Q2 		$1.27M Buy
26,608
+2,238
+9% +$113K 0.2% 45
2022
Q1 		$1.3M Buy
24,370
+590
+2% +$31.5K 0.21% 117
2021
Q4 		$1.32M Buy
+23,780
New +$1.27M 0.2% 135

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Virtue Capital Management's DGRO Position: Q2 2025 in Review

Virtue Capital Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 11,315 shares — an estimated $700K sold.

Virtue Capital Management first reported a position in DGRO in Q4 2021 and held it in 11 quarters. The position peaked at $1.39M in Q4 2022. 1,163 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Virtue Capital Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Virtue Capital Management sold 11,315 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $700K.
  • Virtue Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 11 quarters.
  • Virtue Capital Management's iShares Core Dividend Growth ETF position peaked at $1.39M in Q4 2022.
  • 1,163 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.