Guidance Point Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Guidance Point Advisors’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	$3.61M	Buy	51,398 +59	+0.1%	+$4.23K	0.85%	25
2025 Q4	$3.56M	Sell	51,339 -1,349	-3%	-$92.8K	0.83%	24
2025 Q3	$3.59M	Sell	52,688 -95	-0.2%	-$6.28K	0.87%	23
2025 Q2	$3.37M	Buy	52,783 +269	+0.5%	+$16.4K	0.87%	23
2025 Q1	$3.24M	Buy	52,514 +258	+0.5%	+$16.2K	0.92%	24
2024 Q4	$3.21M	Sell	52,256 -1,151	-2%	-$72.6K	0.9%	24
2024 Q3	$3.35M	Sell	53,407 -1,252	-2%	-$75.5K	0.98%	24
2024 Q2	$3.15M	Buy	54,659 +275	+0.5%	+$15.7K	0.98%	22
2024 Q1	$3.16M	Buy	54,384 +282	+0.5%	+$15.7K	1.03%	21
2023 Q4	$2.91M	Sell	54,102 -9,096	-14%	-$461K	1.08%	23
2023 Q3	$3.13M	Sell	63,198 -1,629	-3%	-$84.3K	1.27%	18
2023 Q2	$3.34M	Sell	64,827 -662	-1%	-$33.3K	1.28%	19
2023 Q1	$3.27M	Buy	65,489 +989	+2%	+$49.7K	1.32%	22
2022 Q4	$3.22M	Buy	64,500 +2,382	+4%	+$117K	1.37%	21
2022 Q3	$2.76M	Buy	62,118 +455	+0.7%	+$22.4K	1.26%	25
2022 Q2	$2.94M	Buy	61,663 +2,433	+4%	+$123K	1.27%	19
2022 Q1	$3.21M	Buy	59,230 +1,961	+3%	+$105K	1.22%	20
2021 Q4	$3.18M	Buy	57,269 +878	+2%	+$46.9K	1.15%	17
2021 Q3	$2.83M	Buy	56,391 +2,776	+5%	+$144K	1.03%	19
2021 Q2	$2.7M	Buy	53,615 +1,054	+2%	+$52.9K	1.05%	20
2021 Q1	$2.54M	Sell	52,561 -1,894	-3%	-$87.6K	1.05%	21
2020 Q4	$2.44M	Buy	54,455 +1,247	+2%	+$53K	1.12%	21
2020 Q3	$2.12M	Buy	53,208 +465	+0.9%	+$18.5K	1.17%	22
2020 Q2	$1.98M	Buy	52,743 +18,175	+53%	+$661K	1.1%	23
2020 Q1	$1.13M	Buy	34,568 +6,290	+22%	+$246K	0.73%	28
2019 Q4	$1.19M	Buy	28,278 +82	+0.3%	+$3.32K	0.58%	29
2019 Q3	$1.1M	Buy	28,196 +3,387	+14%	+$130K	0.6%	29
2019 Q2	$947K	Buy	24,809 +83	+0.3%	+$3.11K	0.54%	30
2019 Q1	$908K	Buy	24,726 +18,218	+280%	+$648K	0.54%	30
2018 Q4	$569K	Buy	+6,508	New	+$229K	0.37%	40

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

Guidance Point Advisors's DGRO Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.11% in Q1 2026, buying an estimated $4.23K and bringing the position to 51,398 shares worth $3.61M. The position accounts for 0.85% of the portfolio, ranked #25.

Guidance Point Advisors first reported a position in DGRO in Q4 2018 and has held it in 30 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Guidance Point Advisors held 51,398 shares of iShares Core Dividend Growth ETF worth $3.61M as of Q1 2026.
Guidance Point Advisors bought 59 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $4.23K.
iShares Core Dividend Growth ETF made up 0.85% of Guidance Point Advisors's portfolio in Q1 2026, its #25 holding.
Guidance Point Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 30 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.