Evelyn Partners Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Evelyn Partners Asset 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	$23.9K	Buy	+340	New	+$24.4K	0.01%	215

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evelyn Partners Asset Management's DGRO Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2026: 340 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings.

1,319 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Evelyn Partners Asset Management held 340 shares of iShares Core Dividend Growth ETF worth $23.9K as of Q1 2026.
iShares Core Dividend Growth ETF was a new Evelyn Partners Asset Management position in Q1 2026.
iShares Core Dividend Growth ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #215 holding.
1,319 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.