Creative Financial Designs’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Creative Financial Designs’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	$3.84M	Buy	54,722 +875	+2%	+$62.7K	0.23%	93
2025 Q4	$3.74M	Buy	53,847 +1,177	+2%	+$80.9K	0.24%	96
2025 Q3	$3.59M	Buy	52,670 +4,348	+9%	+$287K	0.24%	91
2025 Q2	$3.09M	Buy	48,322 +2,735	+6%	+$167K	0.22%	102
2025 Q1	$2.82M	Buy	45,587 +4,857	+12%	+$304K	0.22%	92
2024 Q4	$2.5M	Sell	40,730 -1,161	-3%	-$73.2K	0.2%	101
2024 Q3	$2.63M	Buy	41,891 +114	+0.3%	+$6.87K	0.22%	93
2024 Q2	$2.41M	Buy	41,777 +1,288	+3%	+$73.6K	0.21%	95
2024 Q1	$2.35M	Sell	40,489 -3,937	-9%	-$219K	0.22%	96
2023 Q4	$2.39M	Sell	44,426 -594	-1%	-$30.1K	0.24%	84
2023 Q3	$2.23M	Buy	45,020 +3,418	+8%	+$177K	0.26%	80
2023 Q2	$2.14M	Buy	41,602 +2,941	+8%	+$148K	0.25%	83
2023 Q1	$1.93M	Buy	38,661 +2,531	+7%	+$127K	0.25%	87
2022 Q4	$1.81M	Buy	36,130 +906	+3%	+$44.5K	0.27%	81
2022 Q3	$1.57M	Buy	35,224 +663	+2%	+$32.6K	0.26%	81
2022 Q2	$1.65M	Buy	34,561 +4,056	+13%	+$205K	0.27%	81
2022 Q1	$1.63M	Sell	30,505 -19,217	-39%	-$1.03M	0.25%	90
2021 Q4	$2.76M	Buy	49,722 +784	+2%	+$41.8K	0.42%	53
2021 Q3	$2.46M	Buy	48,938 +6,160	+14%	+$319K	0.41%	58
2021 Q2	$2.15M	Buy	42,778 +467	+1%	+$23.4K	0.37%	60
2021 Q1	$2.04M	Buy	42,311 +1,120	+3%	+$51.8K	0.4%	57
2020 Q4	$1.85M	Buy	41,191 +729	+2%	+$31K	0.39%	52
2020 Q3	$1.61M	Buy	40,462 +12,372	+44%	+$492K	0.4%	56
2020 Q2	$1.06M	Buy	28,090 +27,725	+7,596%	+$1.01M	0.32%	59
2020 Q1	$12K	Buy	365 +230	+170%	+$9K	0.01%	329
2019 Q4	$6K	Hold	135	–	–	﹤0.01%	444
2019 Q3	$5K	Buy	+135	New	+$5.2K	﹤0.01%	466

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

Creative Financial Designs's DGRO Position: Q1 2026 in Review

Creative Financial Designs increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.6% in Q1 2026, buying an estimated $62.7K and bringing the position to 54,722 shares worth $3.84M. The position accounts for 0.23% of the portfolio, ranked #93.

Creative Financial Designs first reported a position in DGRO in Q3 2019 and has held it in 27 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Creative Financial Designs held 54,722 shares of iShares Core Dividend Growth ETF worth $3.84M as of Q1 2026.
Creative Financial Designs bought 875 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $62.7K.
iShares Core Dividend Growth ETF made up 0.23% of Creative Financial Designs's portfolio in Q1 2026, its #93 holding.
Creative Financial Designs first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 27 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.