4WM
DGRO icon

49 Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

49 Wealth Management’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
2026
Q1 		– Sell
-3,737
Closed -$259K – 214
2025
Q4 		$259K Buy
+3,737
New +$257K 0.02% 167

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

49 Wealth Management's DGRO Position: Q1 2026 in Review

49 Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 3,737 shares — an estimated $259K sold.

49 Wealth Management first reported a position in DGRO in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • 49 Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • 49 Wealth Management sold 3,737 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $259K.
  • 49 Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and held it in 1 quarter.
  • 49 Wealth Management's iShares Core Dividend Growth ETF position peaked at $259K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.