Destination Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Destination Wealth Management’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	$456K	Buy	6,501 +526	+9%	+$37.7K	0.01%	216
2025 Q4	$415K	Sell	5,975 -1,351	-18%	-$92.9K	0.01%	218
2025 Q3	$499K	Buy	7,326 +678	+10%	+$44.8K	0.01%	181
2025 Q2	$425K	Sell	6,648 -76	-1%	-$4.63K	0.01%	189
2025 Q1	$415K	Buy	6,724 +35	+0.5%	+$2.19K	0.01%	177
2024 Q4	$410K	Sell	6,689 -28	-0.4%	-$1.77K	0.01%	175
2024 Q3	$421K	Sell	6,717 -47	-0.7%	-$2.83K	0.01%	172
2024 Q2	$390K	Buy	6,764 +213	+3%	+$12.2K	0.01%	158
2024 Q1	$380K	Buy	6,551 +1,652	+34%	+$91.7K	0.01%	160
2023 Q4	$264K	Sell	4,899 -1,000	-17%	-$50.7K	0.01%	175
2023 Q3	$292K	Sell	5,899 -78	-1%	-$4.04K	0.01%	165
2023 Q2	$308K	Sell	5,977 -117	-2%	-$5.88K	0.01%	169
2023 Q1	$305K	Sell	6,094 -1,426	-19%	-$71.6K	0.01%	170
2022 Q4	$376K	Buy	7,520 +344	+5%	+$16.9K	0.02%	157
2022 Q3	$319K	Sell	7,176 -999	-12%	-$49.2K	0.01%	156
2022 Q2	$389K	Hold	8,175	–	–	0.02%	152
2022 Q1	$437K	Sell	8,175 -101	-1%	-$5.39K	0.02%	139
2021 Q4	$460K	Buy	8,276 +22	+0.3%	+$1.17K	0.02%	147
2021 Q3	$415K	Sell	8,254 -123	-1%	-$6.37K	0.02%	133
2021 Q2	$422K	Sell	8,377 -1,325	-14%	-$66.5K	0.02%	136
2021 Q1	$468K	Buy	9,702 +750	+8%	+$34.7K	0.02%	131
2020 Q4	$401K	Sell	8,952 -92	-1%	-$3.91K	0.02%	132
2020 Q3	$360K	Sell	9,044 -749	-8%	-$29.8K	0.02%	119
2020 Q2	$368K	Sell	9,793 -46,690	-83%	-$1.7M	0.02%	118
2020 Q1	$1.84M	Sell	56,483 -1,112	-2%	-$43.5K	0.11%	81
2019 Q4	$2.42M	Sell	57,595 -3,336	-5%	-$135K	0.12%	82
2019 Q3	$2.38M	Sell	60,931 -2,573	-4%	-$99.1K	0.13%	79
2019 Q2	$2.43M	Buy	63,504 +79	+0.1%	+$2.96K	0.13%	79
2019 Q1	$2.33M	Sell	63,425 -457	-0.7%	-$16.3K	0.13%	81
2018 Q4	$2.12M	Sell	63,882 -21,079	-25%	-$741K	0.13%	82
2018 Q3	$3.15M	Sell	84,961 -1,373	-2%	-$49.9K	0.18%	75
2018 Q2	$2.96M	Buy	86,334 +6,459	+8%	+$222K	0.18%	77
2018 Q1	$2.71M	Sell	79,875 -1,099	-1%	-$38.8K	0.16%	77
2017 Q4	$2.82M	Sell	80,974 -284	-0.3%	-$9.59K	0.17%	77
2017 Q3	$2.64M	Sell	81,258 -5,392	-6%	-$171K	0.17%	78
2017 Q2	$2.71M	Buy	86,650 +1,546	+2%	+$47.8K	0.18%	78
2017 Q1	$2.59M	Sell	85,104 -641	-0.7%	-$19.2K	0.18%	72
2016 Q4	$2.48M	Buy	85,745 +541	+0.6%	+$15.2K	0.18%	71
2016 Q3	$2.35M	Buy	85,204 +976	+1%	+$27.2K	0.18%	71
2016 Q2	$2.3M	Buy	84,228 +48,775	+138%	+$1.31M	0.19%	65
2016 Q1	$911K	Hold	35,453	–	–	0.09%	84
2015 Q4	$911K	Buy	+35,453	New	+$916K	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

Destination Wealth Management's DGRO Position: Q1 2026 in Review

Destination Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 8.8% in Q1 2026, buying an estimated $37.7K and bringing the position to 6,501 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #216.

Destination Wealth Management first reported a position in DGRO in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.15M in Q3 2018. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Destination Wealth Management held 6,501 shares of iShares Core Dividend Growth ETF worth $456K as of Q1 2026.
Destination Wealth Management bought 526 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $37.7K.
iShares Core Dividend Growth ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #216 holding.
Destination Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2015 and has held it in 42 quarters since.
Destination Wealth Management's iShares Core Dividend Growth ETF position peaked at $3.15M in Q3 2018.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.