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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 1,184 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.
  • 1,184 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.