Arrowroot Family Office’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Arrowroot Family Office’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	$676K	Buy	9,635 +1,444	+18%	+$104K	0.22%	90
2025 Q4	$569K	Sell	8,191 -891	-10%	-$61.3K	0.21%	85
2025 Q3	$618K	Buy	9,082 +2,059	+29%	+$136K	0.25%	81
2025 Q2	$449K	Buy	+7,023	New	+$428K	0.2%	86
2024 Q4	$468K	Sell	7,629 -2,882	-27%	-$182K	0.24%	82
2024 Q3	$659K	Sell	10,511 -2,006	-16%	-$121K	0.38%	61
2024 Q2	$721K	Sell	12,517 -273	-2%	-$15.6K	0.46%	55
2024 Q1	$743K	Sell	12,790 -1,507	-11%	-$83.7K	0.48%	53
2023 Q4	$769K	Buy	14,297 +160	+1%	+$8.11K	0.54%	50
2023 Q3	$700K	Sell	14,137 -418	-3%	-$21.6K	0.55%	50
2023 Q2	$750K	Buy	14,555 +866	+6%	+$43.6K	0.57%	51
2023 Q1	$684K	Buy	+13,689	New	+$687K	0.58%	48

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 $79.5B AUM 27.1% 1-Year Est. Return

Arrowroot Family Office's DGRO Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q1 2026, buying an estimated $104K and bringing the position to 9,635 shares worth $676K. The position accounts for 0.22% of the portfolio, ranked #90.

Arrowroot Family Office first reported a position in DGRO in Q1 2023 and has held it in 12 quarters since. The position peaked at $769K in Q4 2023. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Arrowroot Family Office held 9,635 shares of iShares Core Dividend Growth ETF worth $676K as of Q1 2026.
Arrowroot Family Office bought 1,444 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $104K.
iShares Core Dividend Growth ETF made up 0.22% of Arrowroot Family Office's portfolio in Q1 2026, its #90 holding.
Arrowroot Family Office first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares Core Dividend Growth ETF position peaked at $769K in Q4 2023.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.