EH
DGRO icon

Equitable Holdings’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Equitable Holdings’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 		$37.1M Buy
534,531
+35,380
+7% +$2.54M 0.24% 94
2025
Q4 		$34.7M Buy
499,151
+37,359
+8% +$2.57M 0.24% 92
2025
Q3 		$31.4M Buy
461,792
+46,999
+11% +$3.11M 0.23% 95
2025
Q2 		$26.5M Buy
414,793
+25,834
+7% +$1.58M 0.22% 97
2025
Q1 		$24M Buy
388,959
+47,953
+14% +$3M 0.23% 95
2024
Q4 		$20.9M Buy
341,006
+23,844
+8% +$1.5M 0.2% 99
2024
Q3 		$19.9M Buy
317,162
+12,255
+4% +$739K 0.19% 106
2024
Q2 		$17.6M Buy
304,907
+2,311
+0.8% +$132K 0.18% 104
2024
Q1 		$17.6M Sell
302,596
-9,966
-3% -$553K 0.2% 95
2023
Q4 		$16.8M Buy
312,562
+21,339
+7% +$1.08M 0.21% 92
2023
Q3 		$14.4M Buy
291,223
+4,163
+1% +$216K 0.21% 92
2023
Q2 		$14.8M Sell
287,060
-5,715
-2% -$287K 0.21% 91
2023
Q1 		$14.6M Sell
292,775
-13,217
-4% -$664K 0.23% 87
2022
Q4 		$15.3M Sell
305,992
-4,435
-1% -$218K 0.27% 80
2022
Q3 		$13.8M Buy
310,427
+6,589
+2% +$324K 0.27% 77
2022
Q2 		$14.5M Sell
303,838
-43,108
-12% -$2.17M 0.28% 73
2022
Q1 		$18.5M Buy
346,946
+41,641
+14% +$2.22M 0.3% 67
2021
Q4 		$17M Buy
305,305
+14,686
+5% +$784K 0.27% 68
2021
Q3 		$14.6M Buy
290,619
+20,975
+8% +$1.09M 0.25% 69
2021
Q2 		$13.6M Buy
269,644
+11,783
+5% +$591K 0.23% 69
2021
Q1 		$12.4M Buy
257,861
+12,016
+5% +$555K 0.26% 66
2020
Q4 		$11M Buy
245,845
+24,027
+11% +$1.02M 0.25% 69
2020
Q3 		$8.83M Buy
221,818
+15,229
+7% +$605K 0.23% 72
2020
Q2 		$7.77M Buy
206,589
+54,293
+36% +$1.97M 0.22% 79
2020
Q1 		$4.96M Buy
152,296
+44,844
+42% +$1.75M 0.18% 90
2019
Q4 		$4.52M Buy
+107,452
New +$4.35M 0.13% 105

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

Equitable Holdings's DGRO Position: Q1 2026 in Review

Equitable Holdings increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.1% in Q1 2026, buying an estimated $2.54M and bringing the position to 534,531 shares worth $37.1M. The position accounts for 0.24% of the portfolio, ranked #94.

Equitable Holdings first reported a position in DGRO in Q4 2019 and has held it in 26 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Equitable Holdings held 534,531 shares of iShares Core Dividend Growth ETF worth $37.1M as of Q1 2026.
  • Equitable Holdings bought 35,380 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $2.54M.
  • iShares Core Dividend Growth ETF made up 0.24% of Equitable Holdings's portfolio in Q1 2026, its #94 holding.
  • Equitable Holdings first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.