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

Echo 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	$2.73M	Sell	38,874 -17,407	-31%	-$1.25M	1.57%	14
2025 Q4	$3.91M	Buy	56,281 +13,081	+30%	+$899K	2.28%	13
2025 Q3	$2.94M	Buy	43,200 +563	+1%	+$37.2K	1.72%	13
2025 Q2	$2.73M	Buy	42,637 +67	+0.2%	+$4.08K	1.67%	14
2025 Q1	$2.63M	Buy	42,570 +794	+2%	+$49.8K	1.78%	14
2024 Q4	$2.56M	Buy	41,776 +10	+0%	+$631	1.77%	17
2024 Q3	$2.63M	Sell	41,766 -2,251	-5%	-$136K	1.84%	16
2024 Q2	$2.54M	Buy	44,017 +2,429	+6%	+$139K	1.91%	17
2024 Q1	$2.41M	Sell	41,588 -13,821	-25%	-$767K	2%	15
2023 Q4	$3M	Sell	55,409 -13,448	-20%	-$682K	2.8%	12
2023 Q3	$3.41M	Buy	68,857 +3,595	+6%	+$186K	3.67%	11
2023 Q2	$3.38M	Sell	65,262 -1,554	-2%	-$78.2K	3.66%	11
2023 Q1	$3.34M	Sell	66,816 -4,433	-6%	-$223K	3.69%	11
2022 Q4	$3.66M	Sell	71,249 -35,046	-33%	-$1.72M	3.9%	11
2022 Q3	$5.03M	Sell	106,295 -19,242	-15%	-$947K	6.62%	3
2022 Q2	$6.08M	Buy	125,537 +25,387	+25%	+$1.28M	8.14%	3
2022 Q1	$5.26M	Buy	100,150 +599	+0.6%	+$32K	6.18%	4
2021 Q4	$5.54M	Sell	99,551 -15,355	-13%	-$819K	6.32%	4
2021 Q3	$5.9M	Sell	114,906 -5,039	-4%	-$261K	6.99%	5
2021 Q2	$6.06M	Buy	119,945 +1,369	+1%	+$68.7K	7.73%	2
2021 Q1	$5.72M	Sell	118,576 -41,301	-26%	-$1.91M	7.21%	3
2020 Q4	$7.17M	Buy	+159,877	New	+$6.8M	9.37%	3

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

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

Echo Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 31% in Q1 2026, selling an estimated $1.25M and leaving 38,874 shares worth $2.73M. The position accounts for 1.57% of the portfolio, ranked #14.

Echo Wealth Management first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.17M in Q4 2020. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Echo Wealth Management held 38,874 shares of iShares Core Dividend Growth ETF worth $2.73M as of Q1 2026.
Echo Wealth Management sold 17,407 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.25M.
iShares Core Dividend Growth ETF made up 1.57% of Echo Wealth Management's portfolio in Q1 2026, its #14 holding.
Echo Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
Echo Wealth Management's iShares Core Dividend Growth ETF position peaked at $7.17M in Q4 2020.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.