Golden State Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Golden State Wealth Management’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	$608K	Sell	8,664 -128	-1%	-$9.18K	0.07%	219
2025 Q4	$610K	Sell	8,792 -289	-3%	-$19.9K	0.06%	219
2025 Q3	$618K	Sell	9,081 -218	-2%	-$14.4K	0.07%	214
2025 Q2	$595K	Sell	9,299 -577	-6%	-$35.2K	0.07%	198
2025 Q1	$610K	Sell	9,876 -382	-4%	-$23.9K	0.09%	176
2024 Q4	$629K	Buy	+10,258	New	+$647K	0.09%	170
2022 Q1	$281K	Sell	5,265 -1,834	-26%	-$97.9K	0.06%	242
2021 Q4	$395K	Buy	+7,099	New	+$379K	0.07%	248
2020 Q4	–	Sell	-25,548	Closed	-$1.02M	–	273
2020 Q3	$1.02M	Sell	25,548 -14,717	-37%	-$585K	0.34%	47
2020 Q2	$1.51M	Buy	40,265 +39,690	+6,903%	+$1.44M	0.49%	34
2020 Q1	$19K	Buy	+575	New	+$22.5K	0.01%	509

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

Golden State Wealth Management's DGRO Position: Q1 2026 in Review

Golden State Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.5% in Q1 2026, selling an estimated $9.18K and leaving 8,664 shares worth $608K. The position accounts for 0.07% of the portfolio, ranked #219.

Golden State Wealth Management first reported a position in DGRO in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.51M in Q2 2020. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Golden State Wealth Management held 8,664 shares of iShares Core Dividend Growth ETF worth $608K as of Q1 2026.
Golden State Wealth Management sold 128 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $9.18K.
iShares Core Dividend Growth ETF made up 0.07% of Golden State Wealth Management's portfolio in Q1 2026, its #219 holding.
Golden State Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 11 quarters since.
Golden State Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.51M in Q2 2020.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.