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Geneva Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Geneva Partners’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 		$572K Buy
8,149
+1,222
+18% +$87.6K 0.27% 45
2025
Q4 		$481K Buy
6,927
+1,290
+23% +$88.7K 0.17% 52
2025
Q3 		$384K Buy
5,637
+656
+13% +$43.4K 0.14% 61
2025
Q2 		$318K Buy
4,981
+905
+22% +$55.2K 0.13% 64
2025
Q1 		$252K Buy
4,076
+687
+20% +$43K 0.13% 57
2024
Q4 		$208K Sell
3,389
-6
-0.2% -$379 0.08% 71
2024
Q3 		$213K Buy
+3,395
New +$205K 0.09% 70

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 $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
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

Geneva Partners's DGRO Position: Q1 2026 in Review

Geneva Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q1 2026, buying an estimated $87.6K and bringing the position to 8,149 shares worth $572K. The position accounts for 0.27% of the portfolio, ranked #45.

Geneva Partners first reported a position in DGRO in Q3 2024 and has held it in 7 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Geneva Partners held 8,149 shares of iShares Core Dividend Growth ETF worth $572K as of Q1 2026.
  • Geneva Partners bought 1,222 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $87.6K.
  • iShares Core Dividend Growth ETF made up 0.27% of Geneva Partners's portfolio in Q1 2026, its #45 holding.
  • Geneva Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.