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

Diversify 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	$6.51M	Buy	89,533 +49,810	+125%	+$3.57M	0.12%	180
2025 Q4	$2.82M	Buy	+39,723	New	+$2.73M	0.13%	184

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

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

Diversify Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 125% in Q1 2026, buying an estimated $3.57M and bringing the position to 89,533 shares worth $6.51M. The position accounts for 0.12% of the portfolio, ranked #180.

Diversify Wealth Management first reported a position in DGRO in Q4 2025 and has held it in 2 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Diversify Wealth Management held 89,533 shares of iShares Core Dividend Growth ETF worth $6.51M as of Q1 2026.
Diversify Wealth Management bought 49,810 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $3.57M.
iShares Core Dividend Growth ETF made up 0.12% of Diversify Wealth Management's portfolio in Q1 2026, its #180 holding.
Diversify Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 2 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.