Dynasty Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
Other funds holding DGRO
CIA
Dynasty Wealth Management's DGRO Position: Q1 2026 in Review
Dynasty Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 15,190% in Q1 2026, buying an estimated $91.3M and bringing the position to 1,281,275 shares worth $89.9M. The position accounts for 0.78% of the portfolio, ranked #33.
Dynasty Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.
- Dynasty Wealth Management held 1,281,275 shares of iShares Core Dividend Growth ETF worth $89.9M as of Q1 2026.
- Dynasty Wealth Management bought 1,272,895 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $91.3M.
- iShares Core Dividend Growth ETF made up 0.78% of Dynasty Wealth Management's portfolio in Q1 2026, its #33 holding.
- Dynasty Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 4 quarters since.
- 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.
Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.