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

Financial Insights’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 		$2.32M Sell
33,010
-453
-1% -$32.5K 0.75% 30
2025
Q4 		$2.32M Sell
33,463
-690
-2% -$47.4K 0.78% 27
2025
Q3 		$2.33M Buy
34,153
+7
+0% +$463 0.77% 28
2025
Q2 		$2.18M Sell
34,146
-440
-1% -$26.8K 0.8% 27
2025
Q1 		$2.14M Sell
34,586
-994
-3% -$62.3K 0.85% 28
2024
Q4 		$2.18M Sell
35,580
-2,372
-6% -$150K 0.81% 28
2024
Q3 		$2.38M Sell
37,952
-3,061
-7% -$185K 0.75% 29
2024
Q2 		$2.36M Sell
41,013
-1,540
-4% -$88K 0.66% 34
2024
Q1 		$2.47M Sell
42,553
-1,048
-2% -$58.2K 0.69% 29
2023
Q4 		$2.35M Sell
43,601
-2,251
-5% -$114K 0.73% 25
2023
Q3 		$2.21M Sell
45,852
-1,100
-2% -$57K 0.79% 25
2023
Q2 		$2.42M Sell
46,952
-451
-1% -$22.7K 0.89% 24
2023
Q1 		$2.37M Sell
47,403
-2,409
-5% -$121K 0.96% 23
2022
Q4 		$2.49M Sell
49,812
-524
-1% -$25.7K 1.18% 21
2022
Q3 		$2.24M Sell
50,336
-482
-0.9% -$23.7K 1.51% 14
2022
Q2 		$2.42M Buy
50,818
+8,176
+19% +$412K 2.46% 10
2022
Q1 		$2.28M Sell
42,642
-691
-2% -$36.9K 2.09% 11
2021
Q4 		$2.41M Sell
43,333
-619
-1% -$33K 2.08% 12
2021
Q3 		$2.21M Buy
43,952
+2,207
+5% +$114K 2.03% 12
2021
Q2 		$21M Sell
41,745
-1,750
-4% -$87.8K 1.74% 13
2021
Q1 		$2.1M Buy
43,495
+5,432
+14% +$251K 1.55% 15
2020
Q4 		$1.71M Buy
38,063
+2,804
+8% +$119K 1.32% 18
2020
Q3 		$1.4M Buy
35,259
+14,004
+66% +$556K 1.19% 19
2020
Q2 		$1.34K Sell
21,255
-12,777
-38% -$465K 1.19% 18
2020
Q1 		$1.11M Buy
34,032
+4,313
+15% +$169K 1.17% 17
2019
Q4 		$1.25M Buy
29,719
+490
+2% +$19.8K 1.1% 20
2019
Q3 		$1.14M Buy
29,229
+1,333
+5% +$51.3K 1.1% 19
2019
Q2 		$1.05M Buy
27,896
+1,337
+5% +$50.1K 1.06% 20
2019
Q1 		$1.01M Sell
26,559
-4,417
-14% -$157K 1.06% 19
2018
Q4 		$1.09M Buy
+30,976
New +$1.09M 1.22% 19

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Insights's DGRO Position: Q1 2026 in Review

Financial Insights reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.4% in Q1 2026, selling an estimated $32.5K and leaving 33,010 shares worth $2.32M. The position accounts for 0.75% of the portfolio, ranked #30.

Financial Insights first reported a position in DGRO in Q4 2018 and has held it in 30 quarters since. The position peaked at $21M in Q2 2021. 1,319 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Financial Insights held 33,010 shares of iShares Core Dividend Growth ETF worth $2.32M as of Q1 2026.
  • Financial Insights sold 453 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $32.5K.
  • iShares Core Dividend Growth ETF made up 0.75% of Financial Insights's portfolio in Q1 2026, its #30 holding.
  • Financial Insights first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's iShares Core Dividend Growth ETF position peaked at $21M in Q2 2021.
  • 1,319 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.