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

Atomi Financial 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 		$2.1M Buy
29,966
+336
+1% +$24.1K 0.06% 236
2025
Q4 		$2.06M Buy
29,630
+482
+2% +$33.1K 0.06% 235
2025
Q3 		$1.98M Buy
29,148
+400
+1% +$26.4K 0.06% 205
2025
Q2 		$1.84M Buy
28,748
+49
+0.2% +$2.99K 0.07% 198
2025
Q1 		$1.77M Buy
28,699
+82
+0.3% +$5.14K 0.08% 190
2024
Q4 		$1.76M Sell
28,617
-16
-0.1% -$1.01K 0.09% 160
2024
Q3 		$1.8M Buy
28,633
+631
+2% +$38K 0.11% 147
2024
Q2 		$1.61M Buy
28,002
+4,517
+19% +$258K 0.12% 140
2024
Q1 		$1.36M Buy
23,485
+382
+2% +$21.2K 0.13% 148
2023
Q4 		$1.24M Buy
23,103
+828
+4% +$42K 0.17% 116
2023
Q3 		$1.1M Buy
22,275
+8,131
+57% +$421K 0.37% 74
2023
Q2 		$729K Sell
14,144
-340
-2% -$17.1K 0.33% 90
2023
Q1 		$724K Buy
+14,484
New +$727K 0.4% 71

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

Atomi Financial Group's DGRO Position: Q1 2026 in Review

Atomi Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q1 2026, buying an estimated $24.1K and bringing the position to 29,966 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #236.

Atomi Financial Group first reported a position in DGRO in Q1 2023 and has held it in 13 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Atomi Financial Group held 29,966 shares of iShares Core Dividend Growth ETF worth $2.1M as of Q1 2026.
  • Atomi Financial Group bought 336 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $24.1K.
  • iShares Core Dividend Growth ETF made up 0.06% of Atomi Financial Group's portfolio in Q1 2026, its #236 holding.
  • Atomi Financial Group first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.