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

Curtis 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	$316K	Hold	4,500	–	–	0.07%	108
2025 Q4	$312K	Hold	4,500	–	–	0.07%	102
2025 Q3	$306K	Hold	4,500	–	–	0.07%	94
2025 Q2	$288K	Hold	4,500	–	–	0.07%	92
2025 Q1	$278K	Hold	4,500	–	–	0.08%	89
2024 Q4	$276K	Hold	4,500	–	–	0.07%	85
2024 Q3	$282K	Hold	4,500	–	–	0.08%	84
2024 Q2	$259K	Hold	4,500	–	–	0.09%	81
2024 Q1	$261K	Hold	4,500	–	–	0.1%	83
2023 Q4	$242K	Hold	4,500	–	–	0.11%	85
2023 Q3	$223K	Hold	4,500	–	–	0.07%	78
2023 Q2	$232K	Hold	4,500	–	–	0.07%	83
2023 Q1	$225K	Hold	4,500	–	–	0.08%	82
2022 Q4	$225K	Sell	4,500 -200	-4%	-$9.82K	0.09%	81
2022 Q3	$209K	Buy	+4,700	New	+$231K	0.09%	84

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

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

Curtis Advisory Group held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 4,500 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #108.

Curtis Advisory Group first reported a position in DGRO in Q3 2022 and has held it in 15 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Curtis Advisory Group held 4,500 shares of iShares Core Dividend Growth ETF worth $316K as of Q1 2026.
Curtis Advisory Group left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.07% of Curtis Advisory Group's portfolio in Q1 2026, its #108 holding.
Curtis Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 15 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.