Cardiff Park Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cardiff Park Advisors’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	$140K	Buy	1,994 +10	+0.5%	+$717	0.01%	299
2025 Q4	$138K	Buy	1,984 +13	+0.7%	+$894	0.01%	287
2025 Q3	$134K	Sell	1,971 -579	-23%	-$38.3K	0.01%	304
2025 Q2	$163K	Buy	2,550 +13	+0.5%	+$793	0.01%	269
2025 Q1	$157K	Buy	2,537 +13	+0.5%	+$815	0.02%	269
2024 Q4	$155K	Buy	2,524 +16	+0.6%	+$1.01K	0.01%	265
2024 Q3	$157K	Buy	2,508 +16	+0.6%	+$964	0.01%	264
2024 Q2	$144K	Buy	2,492 +13	+0.5%	+$743	0.01%	256
2024 Q1	$144K	Buy	2,479 +13	+0.5%	+$722	0.01%	274
2023 Q4	$133K	Buy	2,466 +36	+1%	+$1.82K	0.01%	251
2023 Q3	$120K	Hold	2,430	–	–	0.02%	235
2023 Q2	$125K	Buy	2,430 +12	+0.5%	+$604	0.02%	246
2023 Q1	$121K	Buy	2,418 +15	+0.6%	+$753	0.02%	243
2022 Q4	$120K	Buy	2,403 +34	+1%	+$1.67K	0.02%	250
2022 Q3	$105K	Hold	2,369	–	–	0.02%	253
2022 Q2	$113K	Buy	2,369 +837	+55%	+$42.2K	0.02%	254
2022 Q1	$82K	Buy	1,532 +8	+0.5%	+$427	0.01%	268
2021 Q4	$85K	Buy	+1,524	New	+$81.3K	0.01%	266

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

Cardiff Park Advisors's DGRO Position: Q1 2026 in Review

Cardiff Park Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.5% in Q1 2026, buying an estimated $717 and bringing the position to 1,994 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #299.

Cardiff Park Advisors first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. The position peaked at $163K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Cardiff Park Advisors held 1,994 shares of iShares Core Dividend Growth ETF worth $140K as of Q1 2026.
Cardiff Park Advisors bought 10 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $717.
iShares Core Dividend Growth ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #299 holding.
Cardiff Park Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's iShares Core Dividend Growth ETF position peaked at $163K in Q2 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.