Wayfinding Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wayfinding Financial’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	-1,147	Closed	-$70K	–	289
2025 Q1	$70K	Buy	+1,147	New	+$71.9K	0.03%	293
2023 Q1	–	Sell	-201,265	Closed	-$10.6M	–	109
2022 Q4	$10.6M	Buy	201,265 +5,360	+3%	+$263K	8.47%	3
2022 Q3	$8.71M	Sell	195,905 -8,825	-4%	-$434K	8.13%	4
2022 Q2	$9.75M	Buy	204,730 +1,705	+0.8%	+$86K	8.57%	3
2022 Q1	$10.3M	Buy	203,025 +1,760	+0.9%	+$94K	8.62%	4
2021 Q4	$10.6M	Buy	+201,265	New	+$10.7M	8.47%	3

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

Wayfinding Financial's DGRO Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 1,147 shares — an estimated $70K sold.

Wayfinding Financial first reported a position in DGRO in Q4 2021 and held it in 6 quarters. The position peaked at $10.6M in Q4 2022. 1,161 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Wayfinding Financial reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 1,147 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $70K.
Wayfinding Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 6 quarters.
Wayfinding Financial's iShares Core Dividend Growth ETF position peaked at $10.6M in Q4 2022.
1,161 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.