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ZWJ Investment Counsel’s iShares Core Dividend Growth ETF DGRO Stock Holding History

ZWJ Investment Counsel’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
-4,405
Closed -$272K – 244
2025
Q1 		$272K Sell
4,405
-3,569
-45% -$224K 0.01% 188
2024
Q4 		$489K Buy
+7,974
New +$503K 0.02% 150
2022
Q3 		– Sell
-4,273
Closed -$204K – 176
2022
Q2 		$204K Buy
+4,273
New +$215K 0.01% 174

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 $377B 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 $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

ZWJ Investment Counsel's DGRO Position: Q2 2025 in Review

ZWJ Investment Counsel sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 4,405 shares — an estimated $272K sold.

ZWJ Investment Counsel first reported a position in DGRO in Q2 2022 and held it in 3 quarters. The position peaked at $489K in Q4 2024. 1,160 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • ZWJ Investment Counsel reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • ZWJ Investment Counsel sold 4,405 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $272K.
  • ZWJ Investment Counsel first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and held it in 3 quarters.
  • ZWJ Investment Counsel's iShares Core Dividend Growth ETF position peaked at $489K in Q4 2024.
  • 1,160 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on ZWJ Investment Counsel's 13F filing for Q2 2025, filed 21 Jul 2025.