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

Bradley & Co Private 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	$1.4K	Hold	20	–	–	﹤0.01%	192
2025 Q4	$1.39K	Hold	20	–	–	﹤0.01%	193
2025 Q3	$1.36K	Hold	20	–	–	﹤0.01%	187
2025 Q2	$1.28K	Hold	20	–	–	﹤0.01%	177
2025 Q1	$1.24K	Hold	20	–	–	﹤0.01%	169
2024 Q4	$1.23K	Buy	+20	New	+$1.26K	﹤0.01%	171
2024 Q2	$1.15K	Hold	20	–	–	﹤0.01%	166
2024 Q1	$1.16K	Hold	20	–	–	﹤0.01%	168
2023 Q4	$1.08K	Hold	20	–	–	﹤0.01%	179
2023 Q3	$991	Hold	20	–	–	﹤0.01%	160
2023 Q2	$1.03K	Buy	+20	New	+$1.01K	﹤0.01%	162

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

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

Bradley & Co Private Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 20 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Bradley & Co Private Wealth Management first reported a position in DGRO in Q2 2023 and has held it in 11 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Bradley & Co Private Wealth Management held 20 shares of iShares Core Dividend Growth ETF worth $1.4K as of Q1 2026.
Bradley & Co Private 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 Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #192 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 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 Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.