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DGRO icon

GWN Securities’s iShares Core Dividend Growth ETF DGRO Stock Holding History

GWN Securities’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 		$420K Sell
5,986
-117
-2% -$8.39K 0.08% 278
2025
Q4 		$424K Sell
6,103
-810
-12% -$55.7K 0.09% 250
2025
Q3 		$472K Sell
6,913
-3,362
-33% -$222K 0.11% 210
2025
Q2 		$658K Sell
10,275
-15,435
-60% -$941K 0.12% 170
2025
Q1 		$1.58M Buy
+25,710
New +$1.61M 0.09% 229

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 $71.6B AUM 21.08% 1-Year Est. Return

GWN Securities's DGRO Position: Q1 2026 in Review

GWN Securities reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.9% in Q1 2026, selling an estimated $8.39K and leaving 5,986 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #278.

GWN Securities first reported a position in DGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • GWN Securities held 5,986 shares of iShares Core Dividend Growth ETF worth $420K as of Q1 2026.
  • GWN Securities sold 117 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $8.39K.
  • iShares Core Dividend Growth ETF made up 0.08% of GWN Securities's portfolio in Q1 2026, its #278 holding.
  • GWN Securities first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • GWN Securities's iShares Core Dividend Growth ETF position peaked at $1.58M in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.