GRR
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Golden Reserve Retirement’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Golden Reserve Retirement’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 		– Sell
-5,030
Closed -$349K – 111
2025
Q4 		$349K Buy
+5,030
New +$346K 0.06% 76

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 $1.37T 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 $52B AUM 24.53% 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 $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 $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

Golden Reserve Retirement's DGRO Position: Q1 2026 in Review

Golden Reserve Retirement sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 5,030 shares — an estimated $349K sold.

Golden Reserve Retirement first reported a position in DGRO in Q4 2025 and held it in 1 quarter. The position peaked at $349K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Golden Reserve Retirement reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Golden Reserve Retirement sold 5,030 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $349K.
  • Golden Reserve Retirement first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and held it in 1 quarter.
  • Golden Reserve Retirement's iShares Core Dividend Growth ETF position peaked at $349K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Golden Reserve Retirement's 13F filing for Q1 2026, filed 20 Apr 2026.