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Watts Gwilliam & Co’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Watts Gwilliam & Co’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
Q3 		$1.17M Buy
17,236
+21
+0.1% +$1.39K 0.19% 78
2025
Q2 		$1.16M Sell
17,215
-3,513
-17% -$214K 0.19% 80
2025
Q1 		$1.28M Buy
20,728
+407
+2% +$25.5K 0.28% 71
2024
Q4 		$1.24M Sell
20,321
-122
-0.6% -$7.7K 0.26% 75
2024
Q3 		$1.27M Buy
+20,443
New +$1.23M 0.28% 72
2024
Q1 		$823K Buy
+14,214
New +$789K 0.25% 73

Other funds holding DGRO

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Watts Gwilliam & Co's DGRO Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.12% in Q3 2025, buying an estimated $1.39K and bringing the position to 17,236 shares worth $1.17M. The position accounts for 0.19% of the portfolio, ranked #78.

Watts Gwilliam & Co first reported a position in DGRO in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q1 2025. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Watts Gwilliam & Co held 17,236 shares of iShares Core Dividend Growth ETF worth $1.17M as of Q3 2025.
  • Watts Gwilliam & Co bought 21 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $1.39K.
  • iShares Core Dividend Growth ETF made up 0.19% of Watts Gwilliam & Co's portfolio in Q3 2025, its #78 holding.
  • Watts Gwilliam & Co first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Core Dividend Growth ETF position peaked at $1.28M in Q1 2025.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.