High Net Worth Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

High Net Worth Advisory Group’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	$1.34M	Hold	19,127	–	–	0.31%	73
2025 Q4	$1.33M	Hold	19,127	–	–	0.31%	74
2025 Q3	$1.3M	Hold	19,127	–	–	0.31%	72
2025 Q2	$1.22M	Hold	19,127	–	–	0.32%	66
2025 Q1	$1.18M	Hold	19,127	–	–	0.33%	71
2024 Q4	$1.17M	Hold	19,127	–	–	0.33%	68
2024 Q3	$1.2M	Hold	19,127	–	–	0.33%	66
2024 Q2	$1.1M	Hold	19,127	–	–	0.33%	67
2024 Q1	$1.11M	Buy	19,127 +3,912	+26%	+$217K	0.35%	67
2023 Q4	$819K	Hold	15,215	–	–	0.3%	79
2023 Q3	$754K	Hold	15,215	–	–	0.3%	81
2023 Q2	$784K	Buy	15,215 +3	+0%	+$151	0.3%	81
2023 Q1	$760K	Buy	15,212 +2	+0%	+$100	0.31%	84
2022 Q4	$760K	Sell	15,210 -1,996	-12%	-$98K	0.3%	83
2022 Q3	$765K	Buy	17,206 +3	+0%	+$148	0.33%	69
2022 Q2	$820K	Buy	17,203 +3	+0%	+$151	0.34%	69
2022 Q1	$919K	Buy	17,200 +4,500	+35%	+$240K	0.33%	69
2021 Q4	$706K	Buy	+12,700	New	+$678K	0.25%	82

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

High Net Worth Advisory Group's DGRO Position: Q1 2026 in Review

High Net Worth Advisory Group held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 19,127 shares worth $1.34M. The position accounts for 0.31% of the portfolio, ranked #73.

High Net Worth Advisory Group first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

High Net Worth Advisory Group held 19,127 shares of iShares Core Dividend Growth ETF worth $1.34M as of Q1 2026.
High Net Worth Advisory Group left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.31% of High Net Worth Advisory Group's portfolio in Q1 2026, its #73 holding.
High Net Worth Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.