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

Catalyst Financial Partners’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	$533K	Sell	7,599 -98	-1%	-$7.03K	0.06%	193
2025 Q4	$534K	Buy	7,697 +230	+3%	+$15.8K	0.06%	161
2025 Q3	$508K	Hold	7,467	–	–	0.06%	164
2025 Q2	$477K	Sell	7,467 -500	-6%	-$30.5K	0.05%	172
2025 Q1	$492K	Buy	7,967 +585	+8%	+$36.7K	0.09%	150
2024 Q4	$453K	Hold	7,382	–	–	0.09%	152
2024 Q3	$463K	Hold	7,382	–	–	0.09%	145
2024 Q2	$425K	Buy	+7,382	New	+$422K	0.09%	147
2023 Q3	–	Sell	-3,960	Closed	-$204K	–	209
2023 Q2	$204K	Buy	+3,960	New	+$199K	0.07%	191

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

Catalyst Financial Partners's DGRO Position: Q1 2026 in Review

Catalyst Financial Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q1 2026, selling an estimated $7.03K and leaving 7,599 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #193.

Catalyst Financial Partners first reported a position in DGRO in Q2 2023 and has held it in 9 quarters since. The position peaked at $534K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Catalyst Financial Partners held 7,599 shares of iShares Core Dividend Growth ETF worth $533K as of Q1 2026.
Catalyst Financial Partners sold 98 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $7.03K.
iShares Core Dividend Growth ETF made up 0.06% of Catalyst Financial Partners's portfolio in Q1 2026, its #193 holding.
Catalyst Financial Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 9 quarters since.
Catalyst Financial Partners's iShares Core Dividend Growth ETF position peaked at $534K in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

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