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

Brogan Financial’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	$255K	Buy	3,630 +17	+0.5%	+$1.22K	0.11%	49
2025 Q4	$251K	Buy	3,613 +23	+0.6%	+$1.58K	0.11%	51
2025 Q3	$244K	Buy	3,590 +19	+0.5%	+$1.26K	0.1%	56
2025 Q2	$228K	Buy	3,571 +19	+0.5%	+$1.16K	0.1%	55
2025 Q1	$219K	Buy	3,552 +18	+0.5%	+$1.13K	0.11%	54
2024 Q4	$217K	Buy	3,534 +22	+0.6%	+$1.39K	0.11%	49
2024 Q3	$220K	Buy	3,512 +22	+0.6%	+$1.33K	0.13%	49
2024 Q2	$201K	Buy	3,490 +18	+0.5%	+$1.03K	0.13%	46
2024 Q1	$202K	Buy	+3,472	New	+$193K	0.13%	43

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 $79.5B AUM 27.1% 1-Year Est. Return

Brogan Financial's DGRO Position: Q1 2026 in Review

Brogan Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.47% in Q1 2026, buying an estimated $1.22K and bringing the position to 3,630 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #49.

Brogan Financial first reported a position in DGRO in Q1 2024 and has held it in 9 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Brogan Financial held 3,630 shares of iShares Core Dividend Growth ETF worth $255K as of Q1 2026.
Brogan Financial bought 17 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.22K.
iShares Core Dividend Growth ETF made up 0.11% of Brogan Financial's portfolio in Q1 2026, its #49 holding.
Brogan Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.