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Cornerstone Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cornerstone Wealth 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 		$747K Sell
10,265
-750
-7% -$53.8K 0.05% 190
2025
Q4 		$765K Buy
11,015
+918
+9% +$63.1K 0.05% 173
2025
Q3 		$687K Hold
10,097
– – 0.05% 172
2025
Q2 		$646K Buy
+10,097
New +$616K 0.05% 165

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

Cornerstone Wealth Group's DGRO Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 6.8% in Q1 2026, selling an estimated $53.8K and leaving 10,265 shares worth $747K. The position accounts for 0.05% of the portfolio, ranked #190.

Cornerstone Wealth Group first reported a position in DGRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $765K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Cornerstone Wealth Group held 10,265 shares of iShares Core Dividend Growth ETF worth $747K as of Q1 2026.
  • Cornerstone Wealth Group sold 750 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $53.8K.
  • iShares Core Dividend Growth ETF made up 0.05% of Cornerstone Wealth Group's portfolio in Q1 2026, its #190 holding.
  • Cornerstone Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Group's iShares Core Dividend Growth ETF position peaked at $765K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.