Beacon Bridge Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Beacon Bridge Wealth 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	$4.44M	Buy	63,226 +4,865	+8%	+$349K	1.49%	23
2025 Q4	$4.05M	Sell	58,361 -6,557	-10%	-$451K	1.35%	23
2025 Q3	$4.42M	Buy	64,918 +2,754	+4%	+$182K	1.57%	20
2025 Q2	$3.97M	Sell	62,164 -1,737	-3%	-$106K	1.58%	19
2025 Q1	$3.95M	Buy	63,901 +198	+0.3%	+$12.4K	1.68%	17
2024 Q4	$3.91M	Sell	63,703 -4,139	-6%	-$261K	1.66%	18
2024 Q3	$4.25M	Buy	67,842 +9,318	+16%	+$562K	1.83%	19
2024 Q2	$3.37M	Buy	58,524 +7,665	+15%	+$438K	1.55%	20
2024 Q1	$2.95M	Buy	50,859 +8,785	+21%	+$488K	1.39%	24
2023 Q4	$2.26M	Buy	42,074 +31,583	+301%	+$1.6M	1.13%	25
2023 Q3	$520K	Buy	+10,491	New	+$543K	0.27%	47

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

Beacon Bridge Wealth Partners's DGRO Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 8.3% in Q1 2026, buying an estimated $349K and bringing the position to 63,226 shares worth $4.44M. The position accounts for 1.49% of the portfolio, ranked #23.

Beacon Bridge Wealth Partners first reported a position in DGRO in Q3 2023 and has held it in 11 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Beacon Bridge Wealth Partners held 63,226 shares of iShares Core Dividend Growth ETF worth $4.44M as of Q1 2026.
Beacon Bridge Wealth Partners bought 4,865 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $349K.
iShares Core Dividend Growth ETF made up 1.49% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #23 holding.
Beacon Bridge Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 11 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.