Edgestream Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Edgestream Partners’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	$252K	Sell	3,597 -2,774	-44%	-$199K	0.01%	826
2025 Q4	$442K	Buy	+6,371	New	+$438K	0.01%	831
2025 Q3	–	Sell	-5,624	Closed	-$360K	–	918
2025 Q2	$360K	Buy	5,624 +2,315	+70%	+$141K	0.01%	771
2025 Q1	$204K	Buy	+3,309	New	+$207K	0.01%	808
2024 Q4	–	Sell	-4,756	Closed	-$298K	–	898
2024 Q3	$298K	Buy	4,756 +597	+14%	+$36K	0.01%	767
2024 Q2	$240K	Buy	+4,159	New	+$238K	0.01%	781

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

Edgestream Partners's DGRO Position: Q1 2026 in Review

Edgestream Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 44% in Q1 2026, selling an estimated $199K and leaving 3,597 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #826.

Edgestream Partners first reported a position in DGRO in Q2 2024 and has held it in 6 quarters since. The position peaked at $442K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Edgestream Partners held 3,597 shares of iShares Core Dividend Growth ETF worth $252K as of Q1 2026.
Edgestream Partners sold 2,774 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $199K.
iShares Core Dividend Growth ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #826 holding.
Edgestream Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 6 quarters since.
Edgestream Partners's iShares Core Dividend Growth ETF position peaked at $442K in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.