CVA Family Office’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CVA Family Office’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	$9.68M	Buy	137,948 +21,743	+19%	+$1.56M	1.02%	25
2025 Q4	$8.07M	Buy	116,205 +55,475	+91%	+$3.81M	0.93%	27
2025 Q3	$4.13M	Buy	60,730 +24,010	+65%	+$1.59M	0.53%	42
2025 Q2	$2.35M	Buy	36,720 +11,676	+47%	+$712K	0.33%	56
2025 Q1	$1.55M	Buy	25,044 +8,070	+48%	+$506K	0.24%	72
2024 Q4	$1.04M	Buy	16,974 +2,825	+20%	+$178K	0.16%	86
2024 Q3	$887K	Buy	14,149 +819	+6%	+$49.4K	0.14%	99
2024 Q2	$768K	Buy	13,330 +2,855	+27%	+$163K	0.14%	106
2024 Q1	$608K	Buy	10,475 +645	+7%	+$35.8K	0.11%	121
2023 Q4	$529K	Buy	+9,830	New	+$498K	0.1%	126
2023 Q3	–	Sell	-550	Closed	-$28.3K	–	410
2023 Q2	$28.3K	Hold	550	–	–	0.01%	557
2023 Q1	$27.5K	Hold	550	–	–	0.01%	537
2022 Q4	$27.5K	Hold	550	–	–	0.01%	512
2022 Q3	$24K	Hold	550	–	–	0.01%	492
2022 Q2	$26K	Hold	550	–	–	0.01%	489
2022 Q1	$29K	Hold	550	–	–	0.01%	498
2021 Q4	$31K	Buy	+550	New	+$29.4K	0.01%	447
2021 Q3	–	Sell	-550	Closed	-$28K	–	489
2021 Q2	$28K	Hold	550	–	–	0.01%	450
2021 Q1	$27K	Buy	+550	New	+$25.4K	0.01%	351

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

CVA Family Office's DGRO Position: Q1 2026 in Review

CVA Family Office increased its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q1 2026, buying an estimated $1.56M and bringing the position to 137,948 shares worth $9.68M. The position accounts for 1.02% of the portfolio, ranked #25.

CVA Family Office first reported a position in DGRO in Q1 2021 and has held it in 19 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

CVA Family Office held 137,948 shares of iShares Core Dividend Growth ETF worth $9.68M as of Q1 2026.
CVA Family Office bought 21,743 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.56M.
iShares Core Dividend Growth ETF made up 1.02% of CVA Family Office's portfolio in Q1 2026, its #25 holding.
CVA Family Office first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 19 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.