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

Financial Perspectives’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	$5.28M	Buy	75,182 +5,779	+8%	+$414K	1.47%	18
2025 Q4	$4.82M	Buy	69,403 +3,682	+6%	+$253K	1.3%	21
2025 Q3	$4.47M	Buy	65,721 +3,578	+6%	+$236K	1.24%	21
2025 Q2	$3.97M	Buy	62,143 +6,256	+11%	+$381K	1.2%	21
2025 Q1	$3.45M	Buy	55,887 +4,247	+8%	+$266K	1.18%	21
2024 Q4	$3.17M	Buy	51,640 +1,226	+2%	+$77.3K	1.06%	22
2024 Q3	$3.16M	Buy	50,414 +2,969	+6%	+$179K	1.1%	21
2024 Q2	$2.73M	Buy	47,445 +1,142	+2%	+$65.2K	1.01%	22
2024 Q1	$2.69M	Buy	46,303 +3,080	+7%	+$171K	1.02%	23
2023 Q4	$2.33M	Buy	43,223 +3,676	+9%	+$186K	0.94%	24
2023 Q3	$1.96M	Buy	39,547 +3,036	+8%	+$157K	0.9%	24
2023 Q2	$1.88M	Buy	36,511 +676	+2%	+$34K	0.83%	26
2023 Q1	$1.79M	Buy	35,835 +4,585	+15%	+$230K	0.86%	24
2022 Q4	$1.56M	Buy	31,250 +12,763	+69%	+$627K	0.8%	26
2022 Q3	$822K	Buy	18,487 +7,521	+69%	+$370K	0.46%	38
2022 Q2	$522K	Buy	10,966 +5,073	+86%	+$256K	0.29%	51
2022 Q1	$315K	Buy	5,893 +1,857	+46%	+$99.2K	0.15%	90
2021 Q4	$224K	Buy	4,036 +1,687	+72%	+$90K	0.11%	115
2021 Q3	$118K	Buy	2,349 +384	+20%	+$19.9K	0.06%	162
2021 Q2	$99K	Sell	1,965 -61,671	-97%	-$3.09M	0.05%	186
2021 Q1	$1.32M	Buy	63,636 +62,909	+8,653%	+$2.91M	0.07%	179
2020 Q4	$32.6K	Buy	727 +134	+23%	+$5.7K	0.02%	273
2020 Q3	$23.6K	Buy	593 +30	+5%	+$1.19K	0.02%	270
2020 Q2	$21.2K	Buy	563 +108	+24%	+$3.93K	0.02%	268
2020 Q1	$14.8K	Buy	455 +36	+9%	+$1.41K	0.01%	275
2019 Q4	$17.6K	Buy	+419	New	+$16.9K	0.01%	274

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

Financial Perspectives's DGRO Position: Q1 2026 in Review

Financial Perspectives increased its iShares Core Dividend Growth ETF (DGRO) stake by 8.3% in Q1 2026, buying an estimated $414K and bringing the position to 75,182 shares worth $5.28M. The position accounts for 1.47% of the portfolio, ranked #18.

Financial Perspectives 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.

Financial Perspectives held 75,182 shares of iShares Core Dividend Growth ETF worth $5.28M as of Q1 2026.
Financial Perspectives bought 5,779 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $414K.
iShares Core Dividend Growth ETF made up 1.47% of Financial Perspectives's portfolio in Q1 2026, its #18 holding.
Financial Perspectives 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 Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.