Caitlin John’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Caitlin John’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	$119K	Sell	1,698 -87	-5%	-$6.24K	0.07%	215
2025 Q4	$124K	Sell	1,785 -282	-14%	-$19.4K	0.08%	215
2025 Q3	$141K	Buy	+2,067	New	+$137K	0.1%	159
2025 Q1	–	Sell	-3,908	Closed	-$240K	–	283
2024 Q4	$240K	Buy	3,908 +126	+3%	+$7.95K	0.16%	124
2024 Q3	$241K	Buy	3,782 +868	+30%	+$52.3K	0.15%	126
2024 Q2	$168K	Sell	2,914 -114	-4%	-$6.51K	0.12%	127
2024 Q1	$176K	Hold	3,028	–	–	0.13%	123
2023 Q4	$163K	Buy	+3,028	New	+$154K	0.13%	119

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

Caitlin John's DGRO Position: Q1 2026 in Review

Caitlin John reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.9% in Q1 2026, selling an estimated $6.24K and leaving 1,698 shares worth $119K. The position accounts for 0.07% of the portfolio, ranked #215.

Caitlin John first reported a position in DGRO in Q4 2023 and has held it in 8 quarters since. The position peaked at $241K in Q3 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Caitlin John held 1,698 shares of iShares Core Dividend Growth ETF worth $119K as of Q1 2026.
Caitlin John sold 87 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $6.24K.
iShares Core Dividend Growth ETF made up 0.07% of Caitlin John's portfolio in Q1 2026, its #215 holding.
Caitlin John first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares Core Dividend Growth ETF position peaked at $241K in Q3 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.