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

Carr Financial Group’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 		$6.48M Buy
92,365
+38,097
+70% +$2.73M 1.71% 12
2025
Q4 		$3.77M Buy
54,268
+21,271
+64% +$1.46M 1% 21
2025
Q3 		$2.25M Buy
32,997
+6,616
+25% +$437K 0.62% 33
2025
Q2 		$1.69M Buy
26,381
+1,257
+5% +$76.6K 0.5% 39
2025
Q1 		$1.55M Buy
25,124
+277
+1% +$17.4K 0.51% 40
2024
Q4 		$1.52M Buy
24,847
+910
+4% +$57.4K 0.47% 42
2024
Q3 		$1.5M Buy
23,937
+2,920
+14% +$176K 0.44% 43
2024
Q2 		$1.21M Sell
21,017
-1,221
-5% -$69.7K 0.39% 50
2024
Q1 		$1.29M Sell
22,238
-2,254
-9% -$125K 0.43% 44
2023
Q4 		$1.32M Sell
24,492
-4,142
-14% -$210K 0.49% 41
2023
Q3 		$1.43M Buy
28,634
+2,886
+11% +$149K 0.56% 32
2023
Q2 		$1.33M Sell
25,748
-927
-3% -$46.6K 0.53% 35
2023
Q1 		$1.33M Buy
26,675
+14,933
+127% +$750K 0.59% 33
2022
Q4 		$587K Buy
+11,742
New +$576K 0.31% 71

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carr Financial Group's DGRO Position: Q1 2026 in Review

Carr Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 70% in Q1 2026, buying an estimated $2.73M and bringing the position to 92,365 shares worth $6.48M. The position accounts for 1.71% of the portfolio, ranked #12.

Carr Financial Group first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Carr Financial Group held 92,365 shares of iShares Core Dividend Growth ETF worth $6.48M as of Q1 2026.
  • Carr Financial Group bought 38,097 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $2.73M.
  • iShares Core Dividend Growth ETF made up 1.71% of Carr Financial Group's portfolio in Q1 2026, its #12 holding.
  • Carr Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.