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EQ Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

EQ Wealth Advisors’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 		– Sell
-1,625
Closed -$113K – 84
2025
Q4 		$113K Buy
+1,625
New +$112K 0.07% 68
2025
Q3 		– Sell
-1,625
Closed -$104K – 88
2025
Q2 		$104K Hold
1,625
– – 0.07% 64
2025
Q1 		$100K Buy
+1,625
New +$102K 0.08% 63

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

EQ Wealth Advisors's DGRO Position: Q1 2026 in Review

EQ Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 1,625 shares — an estimated $113K sold.

EQ Wealth Advisors first reported a position in DGRO in Q1 2025 and held it in 3 quarters. The position peaked at $113K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • EQ Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 1,625 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $113K.
  • EQ Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and held it in 3 quarters.
  • EQ Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $113K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

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