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Bartlett & Co Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bartlett & Co Wealth 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 		$970K Hold
13,308
– – 0.01% 273
2025
Q4 		$924K Hold
13,308
– – 0.01% 271
2025
Q3 		$906K Sell
13,308
-1,200
-8% -$79.3K 0.01% 268
2025
Q2 		$928K Hold
14,508
– – 0.01% 261
2025
Q1 		$896K Buy
14,508
+7,725
+114% +$484K 0.01% 267
2024
Q4 		$416K Hold
6,783
– – 0.01% 347
2024
Q3 		$425K Buy
6,783
+999
+17% +$60.2K 0.01% 348
2024
Q2 		$333K Buy
5,784
+300
+5% +$17.1K 0.01% 377
2024
Q1 		$318K Hold
5,484
– – ﹤0.01% 396
2023
Q4 		$296K Sell
5,484
-575
-9% -$29.2K ﹤0.01% 419
2023
Q3 		$302K Sell
6,059
-1,803
-23% -$93.4K 0.01% 399
2023
Q2 		$405K Buy
7,862
+4,095
+109% +$206K 0.01% 370
2023
Q1 		$188K Hold
3,767
– – ﹤0.01% 387
2022
Q4 		$188K Sell
3,767
-763
-17% -$37.5K ﹤0.01% 392
2022
Q3 		$201K Buy
4,530
+646
+17% +$31.8K ﹤0.01% 373
2022
Q2 		$185K Buy
3,884
+117
+3% +$5.9K ﹤0.01% 385
2022
Q1 		$201K Hold
3,767
– – ﹤0.01% 386
2021
Q4 		$209K Hold
3,767
– – ﹤0.01% 389
2021
Q3 		$189K Buy
3,767
+288
+8% +$14.9K ﹤0.01% 342
2021
Q2 		$175K Buy
3,479
+2,404
+224% +$121K ﹤0.01% 339
2021
Q1 		$51.9K Buy
+1,075
New +$49.7K ﹤0.01% 531

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

Bartlett & Co Wealth Management's DGRO Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 13,308 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #273.

Bartlett & Co Wealth Management first reported a position in DGRO in Q1 2021 and has held it in 21 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Bartlett & Co Wealth Management held 13,308 shares of iShares Core Dividend Growth ETF worth $970K as of Q1 2026.
  • Bartlett & Co Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
  • iShares Core Dividend Growth ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #273 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.