CBIZ Investment Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CBIZ Investment Advisory Services’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	$14.6K	Hold	208	–	–	﹤0.01%	138
2025 Q4	$14.4K	Buy	208 +1	+0.5%	+$69	﹤0.01%	312
2025 Q3	$14.1K	Buy	207 +1	+0.5%	+$66	﹤0.01%	300
2025 Q2	$13.2K	Hold	206	–	–	﹤0.01%	313
2025 Q1	$12.7K	Buy	+206	New	+$12.9K	﹤0.01%	288

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

CBIZ Investment Advisory Services's DGRO Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 208 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

CBIZ Investment Advisory Services first reported a position in DGRO in Q1 2025 and has held it in 5 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

CBIZ Investment Advisory Services held 208 shares of iShares Core Dividend Growth ETF worth $14.6K as of Q1 2026.
CBIZ Investment Advisory Services left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #138 holding.
CBIZ Investment Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.