Evernest Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Evernest Financial 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	$856K	Hold	11,797	–	–	0.18%	86
2025 Q4	$872K	Hold	11,797	–	–	0.18%	83
2025 Q3	$803K	Hold	11,797	–	–	0.23%	88
2025 Q2	$754K	Hold	11,797	–	–	0.24%	83
2025 Q1	$729K	Hold	11,797	–	–	0.26%	85
2024 Q4	$724K	Sell	11,797 -1,195	-9%	-$75.4K	0.19%	86
2024 Q3	$814K	Hold	12,992	–	–	0.22%	75
2024 Q2	$748K	Hold	12,992	–	–	0.34%	65
2024 Q1	$724K	Hold	12,992	–	–	0.34%	64
2023 Q4	$699K	Buy	+12,992	New	+$659K	0.35%	66
2021 Q4	$717K	Buy	+12,992	New	+$693K	0.37%	61

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Evernest Financial Advisors's DGRO Position: Q1 2026 in Review

Evernest Financial Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 11,797 shares worth $856K. The position accounts for 0.18% of the portfolio, ranked #86.

Evernest Financial Advisors first reported a position in DGRO in Q4 2021 and has held it in 11 quarters since. The position peaked at $872K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Evernest Financial Advisors held 11,797 shares of iShares Core Dividend Growth ETF worth $856K as of Q1 2026.
Evernest Financial Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.18% of Evernest Financial Advisors's portfolio in Q1 2026, its #86 holding.
Evernest Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's iShares Core Dividend Growth ETF position peaked at $872K in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.