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

EPG 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 		$119K Buy
1,693
+7
+0.4% +$502 0.03% 197
2025
Q4 		$117K Buy
1,686
+1
+0.1% +$69 0.03% 200
2025
Q3 		$115K Sell
1,685
-192
-10% -$12.7K 0.03% 201
2025
Q2 		$120K Sell
1,877
-26,056
-93% -$1.59M 0.04% 196
2025
Q1 		$1.73M Sell
27,933
-14,006
-33% -$878K 0.48% 54
2024
Q4 		$2.57M Buy
41,939
+700
+2% +$44.2K 0.68% 29
2024
Q3 		$2.59M Buy
+41,239
New +$2.49M 0.65% 30
2024
Q2 		– Sell
-49,704
Closed -$2.84M – 28
2024
Q1 		$2.89M Buy
49,704
+1,026
+2% +$57K 0.71% 26
2023
Q4 		$2.66M Sell
48,678
-2,519
-5% -$128K 0.7% 27
2023
Q3 		$2.54M Sell
51,197
-2,254
-4% -$117K 0.76% 26
2023
Q2 		$2.75M Sell
53,451
-559
-1% -$28.1K 0.81% 24
2023
Q1 		$2.7M Buy
54,010
+3,538
+7% +$178K 0.85% 23
2022
Q4 		$2.52M Buy
50,472
+2,239
+5% +$110K 0.96% 22
2022
Q3 		$2.15M Buy
48,233
+274
+0.6% +$13.5K 0.88% 20
2022
Q2 		$2.29M Buy
47,959
+765
+2% +$38.6K 0.98% 20
2022
Q1 		$2.52M Buy
47,194
+291
+0.6% +$15.5K 0.87% 24
2021
Q4 		$2.61M Buy
46,903
+1,991
+4% +$106K 0.92% 23
2021
Q3 		$2.26M Buy
44,912
+7,371
+20% +$382K 0.91% 23
2021
Q2 		$1.89M Sell
37,541
-1,346
-3% -$67.5K 0.8% 25
2021
Q1 		$1.88M Buy
38,887
+4,698
+14% +$217K 0.91% 23
2020
Q4 		$1.53M Sell
34,189
-669
-2% -$28.4K 0.92% 24
2020
Q3 		$1.39M Sell
34,858
-19,453
-36% -$773K 1.02% 23
2020
Q2 		$2.04M Sell
54,311
-5,952
-10% -$216K 1.45% 16
2020
Q1 		$1.96M Buy
60,263
+58,540
+3,398% +$2.29M 1.44% 10
2019
Q4 		$72K Buy
+1,723
New +$69.7K 0.05% 182

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

EPG Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.42% in Q1 2026, buying an estimated $502 and bringing the position to 1,693 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #197.

EPG Wealth Management first reported a position in DGRO in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.89M in Q1 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • EPG Wealth Management held 1,693 shares of iShares Core Dividend Growth ETF worth $119K as of Q1 2026.
  • EPG Wealth Management bought 7 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $502.
  • iShares Core Dividend Growth ETF made up 0.03% of EPG Wealth Management's portfolio in Q1 2026, its #197 holding.
  • EPG Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's iShares Core Dividend Growth ETF position peaked at $2.89M in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.