Washington Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Washington Trust’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	-1,159	Closed	-$71.6K	–	369
2025 Q1	$71.6K	Hold	1,159	–	–	﹤0.01%	365
2024 Q4	$71.1K	Hold	1,159	–	–	﹤0.01%	384
2024 Q3	$72.7K	Sell	1,159 -1,106	-49%	-$66.7K	﹤0.01%	394
2024 Q2	$130K	Hold	2,265	–	–	﹤0.01%	317
2024 Q1	$132K	Buy	2,265 +2,015	+806%	+$112K	﹤0.01%	316
2023 Q4	$13.5K	Sell	250 -250	-50%	-$12.7K	﹤0.01%	608
2023 Q3	$24.8K	Hold	500	–	–	﹤0.01%	507
2023 Q2	$25.8K	Hold	500	–	–	﹤0.01%	528
2023 Q1	$25K	Hold	500	–	–	﹤0.01%	529
2022 Q4	$25K	Hold	500	–	–	﹤0.01%	516
2022 Q3	$22K	Hold	500	–	–	﹤0.01%	529
2022 Q2	$24K	Hold	500	–	–	﹤0.01%	524
2022 Q1	$27K	Hold	500	–	–	﹤0.01%	526
2021 Q4	$28K	Hold	500	–	–	﹤0.01%	517
2021 Q3	$25K	Hold	500	–	–	﹤0.01%	639
2021 Q2	$25K	Buy	+500	New	+$25.1K	﹤0.01%	655

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Washington Trust's DGRO Position: Q2 2025 in Review

Washington Trust sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 1,159 shares — an estimated $71.6K sold.

Washington Trust first reported a position in DGRO in Q2 2021 and held it in 16 quarters. The position peaked at $132K in Q1 2024. 1,162 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Washington Trust reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 1,159 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $71.6K.
Washington Trust first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 16 quarters.
Washington Trust's iShares Core Dividend Growth ETF position peaked at $132K in Q1 2024.
1,162 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.