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

Claro 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	$1.33M	Buy	18,944 +100	+0.5%	+$7.17K	0.16%	119
2025 Q4	$1.31M	Buy	18,844 +4,015	+27%	+$276K	0.18%	106
2025 Q3	$1.01M	Sell	14,829 -4,272	-22%	-$282K	0.15%	126
2025 Q2	$1.22M	Buy	19,101 +1,113	+6%	+$67.9K	0.2%	98
2025 Q1	$1.11M	Sell	17,988 -6,069	-25%	-$380K	0.15%	129
2024 Q4	$1.48M	Sell	24,057 -16,735	-41%	-$1.06M	0.2%	93
2024 Q3	$2.56M	Buy	40,792 +20,555	+102%	+$1.24M	0.33%	56
2024 Q2	$1.17M	Buy	20,237 +9,878	+95%	+$564K	0.18%	111
2024 Q1	$601K	Buy	10,359 +340	+3%	+$18.9K	0.1%	207
2023 Q4	$539K	Sell	10,019 -7,614	-43%	-$386K	0.12%	202
2023 Q3	$873K	Sell	17,633 -4,476	-20%	-$232K	0.22%	103
2023 Q2	$1.14M	Buy	22,109 +10,673	+93%	+$537K	0.28%	80
2023 Q1	$572K	Sell	11,436 -2,745	-19%	-$138K	0.17%	150
2022 Q4	$709K	Buy	14,181 +8,326	+142%	+$409K	0.23%	106
2022 Q3	$279K	Hold	5,855	–	–	0.11%	201
2022 Q2	$279K	Buy	5,855 +1,805	+45%	+$91K	0.11%	201
2022 Q1	$225K	Hold	4,050	–	–	0.08%	242
2021 Q4	$225K	Buy	+4,050	New	+$216K	0.08%	242

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

Claro Advisors's DGRO Position: Q1 2026 in Review

Claro Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.53% in Q1 2026, buying an estimated $7.17K and bringing the position to 18,944 shares worth $1.33M. The position accounts for 0.16% of the portfolio, ranked #119.

Claro Advisors first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.56M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Claro Advisors held 18,944 shares of iShares Core Dividend Growth ETF worth $1.33M as of Q1 2026.
Claro Advisors bought 100 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $7.17K.
iShares Core Dividend Growth ETF made up 0.16% of Claro Advisors's portfolio in Q1 2026, its #119 holding.
Claro Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
Claro Advisors's iShares Core Dividend Growth ETF position peaked at $2.56M in Q3 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.