Anchor Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Anchor Investment 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	$1.98M	Buy	28,278 +3,029	+12%	+$217K	0.17%	134
2025 Q4	$1.75M	Sell	25,249 -713	-3%	-$49K	0.14%	141
2025 Q3	$1.77M	Sell	25,962 -137	-0.5%	-$9.05K	0.15%	142
2025 Q2	$1.67M	Buy	26,099 +723	+3%	+$44.1K	0.15%	144
2025 Q1	$1.57M	Sell	25,376 -585	-2%	-$36.7K	0.15%	146
2024 Q4	$1.59M	Sell	25,961 -310	-1%	-$19.6K	0.15%	148
2024 Q3	$1.65M	Buy	26,271 +15,425	+142%	+$930K	0.16%	140
2024 Q2	$625K	Buy	10,846 +249	+2%	+$14.2K	0.06%	216
2024 Q1	$615K	Buy	10,597 +417	+4%	+$23.2K	0.06%	219
2023 Q4	$548K	Buy	10,180 +2,265	+29%	+$115K	0.06%	225
2023 Q3	$392K	Buy	7,915 +740	+10%	+$38.3K	0.05%	257
2023 Q2	$370K	Buy	7,175 +1,255	+21%	+$63.1K	0.05%	266
2023 Q1	$296K	Buy	5,920 +2,027	+52%	+$102K	0.04%	285
2022 Q4	$195K	Buy	3,893 +30	+0.8%	+$1.47K	0.03%	340
2022 Q3	$172K	Buy	3,863 +485	+14%	+$23.9K	0.03%	359
2022 Q2	$161K	Buy	3,378 +604	+22%	+$30.5K	0.02%	386
2022 Q1	$148K	Buy	2,774 +637	+30%	+$34K	0.02%	419
2021 Q4	$119K	Buy	2,137 +448	+27%	+$23.9K	0.01%	457
2021 Q3	$84.9K	Hold	1,689	–	–	0.01%	467
2021 Q2	$85.1K	Buy	1,689 +1	+0.1%	+$50	0.01%	477
2021 Q1	$81.5K	Hold	1,688	–	–	0.01%	455
2020 Q4	$75.7K	Hold	1,688	–	–	0.01%	414
2020 Q3	$67.1K	Buy	1,688 +1,575	+1,394%	+$62.6K	0.01%	406
2020 Q2	$4.24K	Buy	113 +2	+2%	+$73	﹤0.01%	723
2020 Q1	$3.62K	Hold	111	–	–	﹤0.01%	717
2019 Q4	$4.68K	Buy	111 +1	+0.9%	+$40	﹤0.01%	711
2019 Q3	$4.3K	Hold	110	–	–	﹤0.01%	711
2019 Q2	$4.2K	Buy	110 +1	+0.9%	+$37	﹤0.01%	705
2019 Q1	$4.01K	Hold	109	–	–	﹤0.01%	702
2018 Q4	$3.6K	Buy	109 +2	+2%	+$70	﹤0.01%	721
2018 Q3	$3.97K	Hold	107	–	–	﹤0.01%	742
2018 Q2	$3.65K	Hold	107	–	–	﹤0.01%	761
2018 Q1	$3.61K	Buy	107 +1	+0.9%	+$35	﹤0.01%	734
2017 Q4	$3.69K	Buy	106 +1	+1%	+$34	﹤0.01%	740
2017 Q3	$3.41K	Sell	105 -353	-77%	-$11.2K	﹤0.01%	713
2017 Q2	$14.4K	Buy	458 +354	+340%	+$10.9K	﹤0.01%	528
2017 Q1	$3.17K	Hold	104	–	–	﹤0.01%	652
2016 Q4	$3K	Buy	104 +1	+1%	+$28	﹤0.01%	631
2016 Q3	$2.83K	Hold	103	–	–	﹤0.01%	617
2016 Q2	$2.8K	Buy	103 +1	+1%	+$27	﹤0.01%	611
2016 Q1	$2.69K	Buy	+102	New	+$2.56K	﹤0.01%	604

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Anchor Investment Management's DGRO Position: Q1 2026 in Review

Anchor Investment Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 12% in Q1 2026, buying an estimated $217K and bringing the position to 28,278 shares worth $1.98M. The position accounts for 0.17% of the portfolio, ranked #134.

Anchor Investment Management first reported a position in DGRO in Q1 2016 and has held it in 41 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Anchor Investment Management held 28,278 shares of iShares Core Dividend Growth ETF worth $1.98M as of Q1 2026.
Anchor Investment Management bought 3,029 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $217K.
iShares Core Dividend Growth ETF made up 0.17% of Anchor Investment Management's portfolio in Q1 2026, its #134 holding.
Anchor Investment Management first reported a position in iShares Core Dividend Growth ETF in Q1 2016 and has held it in 41 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.