AssuredPartners Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

AssuredPartners Investment Advisors’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	$1.65M	Sell	23,403 -38,776	-62%	-$2.78M	0.18%	135
2025 Q4	$4.32M	Buy	62,179 +51,689	+493%	+$3.55M	0.64%	43
2025 Q3	$714K	Buy	+10,490	New	+$693K	0.16%	107
2025 Q2	–	Sell	-66,836	Closed	-$4.13M	–	265
2025 Q1	$4.13M	Buy	66,836 +2,212	+3%	+$139K	0.8%	28
2024 Q4	$3.96M	Buy	+64,624	New	+$4.08M	0.77%	32

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

AssuredPartners Investment Advisors's DGRO Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 62% in Q1 2026, selling an estimated $2.78M and leaving 23,403 shares worth $1.65M. The position accounts for 0.18% of the portfolio, ranked #135.

AssuredPartners Investment Advisors first reported a position in DGRO in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.32M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

AssuredPartners Investment Advisors held 23,403 shares of iShares Core Dividend Growth ETF worth $1.65M as of Q1 2026.
AssuredPartners Investment Advisors sold 38,776 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $2.78M.
iShares Core Dividend Growth ETF made up 0.18% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #135 holding.
AssuredPartners Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's iShares Core Dividend Growth ETF position peaked at $4.32M in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.