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Autumn Glory Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Autumn Glory Partners’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 		$7.66M Buy
109,167
+30
+0% +$2.15K 2.81% 6
2025
Q4 		$7.58M Buy
109,137
+39
+0% +$2.68K 2.66% 4
2025
Q3 		$7.43M Buy
109,098
+6,689
+7% +$442K 3.05% 4
2025
Q2 		$6.55M Sell
102,409
-4,564
-4% -$278K 3.06% 5
2025
Q1 		$6.61M Buy
106,973
+79
+0.1% +$4.95K 3.28% 4
2024
Q4 		$6.56M Sell
106,894
-999
-0.9% -$63K 3.22% 5
2024
Q3 		$6.76M Sell
107,893
-757
-0.7% -$45.6K 2.6% 6
2024
Q2 		$6.26M Sell
108,650
-540
-0.5% -$30.8K 3.19% 5
2024
Q1 		$6.34M Sell
109,190
-6,809
-6% -$378K 3.1% 5
2023
Q4 		$6.22M Buy
115,999
+1,010
+0.9% +$51.2K 3.54% 4
2023
Q3 		$5.7M Buy
114,989
+22,881
+25% +$1.18M 3.48% 2
2023
Q2 		$4.75M Sell
92,108
-25,424
-22% -$1.28M 3.48% 4
2023
Q1 		$5.88M Buy
117,532
+8,059
+7% +$405K 5.02% 1
2022
Q4 		$5.47M Sell
109,473
-660
-0.6% -$32.4K 2.92% 2
2022
Q3 		$4.9M Buy
110,133
+1,312
+1% +$64.6K 3.3% 3
2022
Q2 		$5.18M Buy
108,821
+20,726
+24% +$1.05M 3.83% 2
2022
Q1 		$4.71M Buy
88,095
+11,978
+16% +$640K 2.73% 5
2021
Q4 		$4.23M Buy
+76,117
New +$4.06M 1.77% 9

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

Autumn Glory Partners's DGRO Position: Q1 2026 in Review

Autumn Glory Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.03% in Q1 2026, buying an estimated $2.15K and bringing the position to 109,167 shares worth $7.66M. The position accounts for 2.81% of the portfolio, ranked #6.

Autumn Glory Partners first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Autumn Glory Partners held 109,167 shares of iShares Core Dividend Growth ETF worth $7.66M as of Q1 2026.
  • Autumn Glory Partners bought 30 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $2.15K.
  • iShares Core Dividend Growth ETF made up 2.81% of Autumn Glory Partners's portfolio in Q1 2026, its #6 holding.
  • Autumn Glory Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.