WF
DGRO icon

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
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 $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return