EFS
DGRO icon

Essex Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Essex Financial Services’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 		$10.1M Sell
144,330
-6,993
-5% -$501K 0.57% 35
2025
Q4 		$10.5M Sell
151,323
-2,245
-1% -$154K 0.6% 35
2025
Q3 		$10.5M Sell
153,568
-3,555
-2% -$235K 0.63% 35
2025
Q2 		$10M Buy
157,123
+5,846
+4% +$356K 0.66% 29
2025
Q1 		$9.35M Buy
151,277
+5,715
+4% +$358K 0.67% 30
2024
Q4 		$8.93M Buy
145,562
+6,681
+5% +$421K 0.63% 29
2024
Q3 		$8.79M Sell
138,881
-17,611
-11% -$1.06M 0.63% 31
2024
Q2 		$9.22M Buy
156,492
+14,992
+11% +$856K 0.68% 29
2024
Q1 		$8.22M Sell
141,500
-2,084
-1% -$116K 0.76% 27
2023
Q4 		$7.73M Buy
143,584
+461
+0.3% +$23.4K 0.8% 27
2023
Q3 		$7.09M Buy
143,123
+5,332
+4% +$276K 0.82% 28
2023
Q2 		$7.1M Buy
137,791
+3,222
+2% +$162K 0.81% 25
2023
Q1 		$6.73M Buy
134,569
+4,512
+3% +$227K 0.71% 27
2022
Q4 		$6.5M Buy
130,057
+9,464
+8% +$465K 0.69% 30
2022
Q3 		$5.36M Buy
120,593
+9,229
+8% +$454K 0.64% 34
2022
Q2 		$5.3M Buy
111,364
+5,811
+6% +$293K 0.59% 41
2022
Q1 		$5.64M Buy
105,553
+4,737
+5% +$253K 0.54% 46
2021
Q4 		$5.6M Buy
100,816
+5,071
+5% +$271K 0.55% 43
2021
Q3 		$4.81M Buy
95,745
+15,168
+19% +$786K 0.55% 41
2021
Q2 		$3.89M Hold
80,577
– – 0.56% 37
2021
Q1 		$3.89M Buy
80,577
+19,903
+33% +$920K 0.7% 34
2020
Q4 		$2.72M Buy
60,674
+8,514
+16% +$362K 0.54% 46
2020
Q3 		$2.08M Buy
52,160
+8,321
+19% +$331K 0.51% 50
2020
Q2 		$1.65M Buy
43,839
+6,581
+18% +$239K 0.51% 51
2020
Q1 		$1.21M Buy
37,258
+16,752
+82% +$655K 0.43% 60
2019
Q4 		$863K Buy
20,506
+12,567
+158% +$508K 0.24% 97
2019
Q3 		$311K Buy
+7,939
New +$306K 0.1% 180
2018
Q2 		– Sell
-23,677
Closed -$803K – 289
2018
Q1 		$803K Buy
+23,677
New +$836K 0.16% 140
2017
Q3 		– Sell
-14,155
Closed -$443K – 287
2017
Q2 		$443K Buy
14,155
+1,037
+8% +$32.1K 0.09% 208
2017
Q1 		$399K Buy
13,118
+3,101
+31% +$93K 0.09% 211
2016
Q4 		$289K Buy
+10,017
New +$282K 0.06% 260

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 1-Year Est. Return

Essex Financial Services's DGRO Position: Q1 2026 in Review

Essex Financial Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.6% in Q1 2026, selling an estimated $501K and leaving 144,330 shares worth $10.1M. The position accounts for 0.57% of the portfolio, ranked #35.

Essex Financial Services first reported a position in DGRO in Q4 2016 and has held it in 31 quarters since. The position peaked at $10.5M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Essex Financial Services held 144,330 shares of iShares Core Dividend Growth ETF worth $10.1M as of Q1 2026.
  • Essex Financial Services sold 6,993 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $501K.
  • iShares Core Dividend Growth ETF made up 0.57% of Essex Financial Services's portfolio in Q1 2026, its #35 holding.
  • Essex Financial Services first reported a position in iShares Core Dividend Growth ETF in Q4 2016 and has held it in 31 quarters since.
  • Essex Financial Services's iShares Core Dividend Growth ETF position peaked at $10.5M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.