BOLTON SECURITIES CORPORATION’s iShares Core Dividend Growth ETF DGRO Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$8.04M	Buy	+130,175	New	+$8.16M	0.47%	42

Other funds holding DGRO

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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 $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DGRO Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2025: 130,175 shares worth $8.04M. The stake represents 0.47% of the portfolio and ranks #42 among its holdings.

1,127 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

BOLTON SECURITIES CORPORATION held 130,175 shares of iShares Core Dividend Growth ETF worth $8.04M as of Q1 2025.
iShares Core Dividend Growth ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares Core Dividend Growth ETF made up 0.47% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #42 holding.
1,127 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.