WealthGarden F.S.’s iShares Core Dividend Growth ETF DGRO Stock Holding History

WealthGarden F.S.’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	–	Sell	-4,771	Closed	-$308K	–	150
2025 Q2	$308K	Buy	+4,771	New	+$291K	0.26%	101
2025 Q1	–	Sell	-3,977	Closed	-$244K	–	126
2024 Q4	$244K	Sell	3,977 -2,157	-35%	-$136K	0.23%	108
2024 Q3	$385K	Buy	+6,134	New	+$370K	0.37%	77

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthGarden F.S.'s DGRO Position: Q3 2025 in Review

WealthGarden F.S. sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 4,771 shares — an estimated $308K sold.

WealthGarden F.S. first reported a position in DGRO in Q3 2024 and held it in 3 quarters. The position peaked at $385K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

WealthGarden F.S. reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
WealthGarden F.S. sold 4,771 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $308K.
WealthGarden F.S. first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and held it in 3 quarters.
WealthGarden F.S.'s iShares Core Dividend Growth ETF position peaked at $385K in Q3 2024.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on WealthGarden F.S.'s 13F filing for Q3 2025, filed 4 Nov 2025.