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AmeriFlex Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

AmeriFlex Group’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 		$161K Buy
2,295
+276
+14% +$19.8K 0.08% 204
2025
Q4 		$140K Sell
2,019
-1,258
-38% -$86.5K 0.07% 220
2025
Q3 		$223K Buy
3,277
+828
+34% +$54.7K 0.08% 195
2025
Q2 		$155K Sell
2,449
-4,379
-64% -$267K 0.08% 201
2025
Q1 		$422K Buy
6,828
+689
+11% +$43.2K 0.17% 118
2024
Q4 		$390K Buy
+6,139
New +$387K 0.18% 124

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

AmeriFlex Group's DGRO Position: Q1 2026 in Review

AmeriFlex Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 14% in Q1 2026, buying an estimated $19.8K and bringing the position to 2,295 shares worth $161K. The position accounts for 0.08% of the portfolio, ranked #204.

AmeriFlex Group first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $422K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • AmeriFlex Group held 2,295 shares of iShares Core Dividend Growth ETF worth $161K as of Q1 2026.
  • AmeriFlex Group bought 276 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $19.8K.
  • iShares Core Dividend Growth ETF made up 0.08% of AmeriFlex Group's portfolio in Q1 2026, its #204 holding.
  • AmeriFlex Group first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's iShares Core Dividend Growth ETF position peaked at $422K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.