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Winch Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Winch Advisory Services’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
-15
Closed -$964 – 509
2025
Q2 		$964 Buy
+15
New +$915 ﹤0.01% 450

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Wealthfront Advisers
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Envestnet Asset Management
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Raymond James Financial
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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
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Winch Advisory Services's DGRO Position: Q3 2025 in Review

Winch Advisory Services sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 15 shares — an estimated $964 sold.

Winch Advisory Services first reported a position in DGRO in Q2 2025 and held it in 1 quarter. The position peaked at $964 in Q2 2025. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Winch Advisory Services reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Winch Advisory Services sold 15 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $964.
  • Winch Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and held it in 1 quarter.
  • Winch Advisory Services's iShares Core Dividend Growth ETF position peaked at $964 in Q2 2025.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Winch Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.