Clear Investment Research’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Clear Investment Research’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	$348K	Sell	4,964 -234	-5%	-$16.8K	0.55%	38
2025 Q4	$361K	Sell	5,198 -57	-1%	-$3.92K	0.6%	41
2025 Q3	$358K	Sell	5,255 -78	-1%	-$5.16K	0.48%	45
2025 Q2	$341K	Sell	5,333 -80	-1%	-$4.88K	0.43%	43
2025 Q1	$334K	Sell	5,413 -5	-0.1%	-$313	0.45%	40
2024 Q4	$332K	Buy	5,418 +5	+0.1%	+$315	0.43%	42
2024 Q3	$339K	Buy	5,413 +147	+3%	+$8.86K	0.44%	40
2024 Q2	$303K	Buy	5,266 +702	+15%	+$40.1K	0.4%	39
2024 Q1	$265K	Sell	4,564 -68	-1%	-$3.77K	0.36%	44
2023 Q4	$249K	Buy	4,632 +9	+0.2%	+$456	0.35%	47
2023 Q3	$229K	Buy	4,623 +1,857	+67%	+$96.1K	0.4%	41
2023 Q2	$143K	Buy	2,766 +980	+55%	+$49.3K	0.24%	55
2023 Q1	$89.3K	Buy	1,786 +283	+19%	+$14.2K	0.16%	67
2022 Q4	$75K	Buy	1,503 +66	+5%	+$3.24K	0.15%	67
2022 Q3	$64K	Buy	1,437 +2	+0.1%	+$98	0.13%	68
2022 Q2	$68K	Buy	1,435 +12	+0.8%	+$605	0.15%	69
2022 Q1	$76K	Sell	1,423 -22	-2%	-$1.18K	0.15%	70
2021 Q4	$80K	Sell	1,445 -26	-2%	-$1.39K	0.12%	72
2021 Q3	$74K	Sell	1,471 -14	-0.9%	-$725	0.12%	72
2021 Q2	$75K	Buy	1,485 +2	+0.1%	+$100	0.13%	71
2021 Q1	$72K	Sell	1,483 -35	-2%	-$1.62K	0.13%	64
2020 Q4	$68K	Sell	1,518 -5	-0.3%	-$213	0.12%	64
2020 Q3	$41K	Buy	1,523 +444	+41%	+$17.6K	0.08%	72
2020 Q2	$41K	Buy	1,079 +285	+36%	+$10.4K	0.09%	66
2020 Q1	$26K	Buy	794 +113	+17%	+$4.42K	0.06%	70
2019 Q4	$29K	Sell	681 -12	-2%	-$485	0.06%	72
2019 Q3	$27K	Sell	693 -5	-0.7%	-$193	0.06%	68
2019 Q2	$27K	Sell	698 -4	-0.6%	-$150	0.04%	68
2019 Q1	$26K	Sell	702 -12	-2%	-$427	0.04%	68
2018 Q4	$24K	Buy	714 +25	+4%	+$879	0.04%	64
2018 Q3	$26K	Buy	689 +99	+17%	+$3.6K	0.04%	64
2018 Q2	$20K	Hold	590	–	–	0.01%	53
2018 Q1	$20K	Buy	+590	New	+$20.8K	0.01%	53

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 $79.5B AUM 27.1% 1-Year Est. Return

Clear Investment Research's DGRO Position: Q1 2026 in Review

Clear Investment Research reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.5% in Q1 2026, selling an estimated $16.8K and leaving 4,964 shares worth $348K. The position accounts for 0.55% of the portfolio, ranked #38.

Clear Investment Research first reported a position in DGRO in Q1 2018 and has held it in 33 quarters since. The position peaked at $361K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Clear Investment Research held 4,964 shares of iShares Core Dividend Growth ETF worth $348K as of Q1 2026.
Clear Investment Research sold 234 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $16.8K.
iShares Core Dividend Growth ETF made up 0.55% of Clear Investment Research's portfolio in Q1 2026, its #38 holding.
Clear Investment Research first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and has held it in 33 quarters since.
Clear Investment Research's iShares Core Dividend Growth ETF position peaked at $361K in Q4 2025.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.