Csenge Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Csenge Advisory 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	$6.6M	Sell	93,993 -3,780	-4%	-$271K	0.3%	64
2025 Q4	$6.79M	Sell	97,773 -2,340	-2%	-$161K	0.31%	64
2025 Q3	$6.82M	Buy	100,113 +7,264	+8%	+$480K	0.33%	60
2025 Q2	$5.77M	Sell	92,849 -829	-0.9%	-$50.5K	0.3%	67
2025 Q1	$5.45M	Buy	93,678 +1,284	+1%	+$80.5K	0.31%	61
2024 Q4	$5.67M	Buy	92,394 +1,255	+1%	+$79.2K	0.31%	68
2024 Q3	$5.77M	Sell	91,139 -447	-0.5%	-$26.9K	0.3%	68
2024 Q2	$5.28M	Sell	91,586 -30,910	-25%	-$1.77M	0.3%	62
2024 Q1	$7.11M	Sell	122,496 -17,773	-13%	-$987K	0.4%	47
2023 Q4	$7.55M	Buy	140,269 +2,820	+2%	+$143K	0.47%	38
2023 Q3	$6.81M	Sell	137,449 -13,811	-9%	-$715K	0.46%	40
2023 Q2	$7.79M	Sell	151,260 -6,400	-4%	-$322K	0.52%	37
2023 Q1	$7.88M	Sell	157,660 -2,335	-1%	-$117K	0.57%	34
2022 Q4	$8M	Sell	159,995 -812	-0.5%	-$39.9K	0.62%	30
2022 Q3	$7.15M	Sell	160,807 -12,200	-7%	-$600K	0.59%	36
2022 Q2	$8.24M	Sell	173,007 -15,893	-8%	-$801K	0.69%	27
2022 Q1	$10.1M	Sell	188,900 -5,843	-3%	-$312K	0.8%	22
2021 Q4	$9.87M	Sell	194,743 -5,661	-3%	-$302K	0.88%	22
2021 Q3	$10.2M	Buy	200,404 +5,661	+3%	+$293K	0.86%	21
2021 Q2	$9.87M	Buy	194,743 +4,676	+2%	+$235K	0.88%	22
2021 Q1	$9.4M	Buy	190,067 +32,142	+20%	+$1.49M	0.96%	19
2020 Q4	$7.08M	Sell	157,925 -22,867	-13%	-$972K	0.84%	22
2020 Q3	$7.24M	Sell	180,792 -12,602	-7%	-$501K	0.99%	24
2020 Q2	$7.27M	Buy	193,394 +164,568	+571%	+$5.98M	1.04%	20
2020 Q1	$939K	Buy	+28,826	New	+$1.13M	0.25%	88

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

Csenge Advisory Group's DGRO Position: Q1 2026 in Review

Csenge Advisory Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.9% in Q1 2026, selling an estimated $271K and leaving 93,993 shares worth $6.6M. The position accounts for 0.3% of the portfolio, ranked #64.

Csenge Advisory Group first reported a position in DGRO in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.2M in Q3 2021. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Csenge Advisory Group held 93,993 shares of iShares Core Dividend Growth ETF worth $6.6M as of Q1 2026.
Csenge Advisory Group sold 3,780 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $271K.
iShares Core Dividend Growth ETF made up 0.3% of Csenge Advisory Group's portfolio in Q1 2026, its #64 holding.
Csenge Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 25 quarters since.
Csenge Advisory Group's iShares Core Dividend Growth ETF position peaked at $10.2M in Q3 2021.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.