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Howe & Rusling’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Howe & Rusling’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 		$4.35M Buy
61,940
+8,457
+16% +$606K 0.28% 82
2025
Q4 		$3.71M Sell
53,483
-302
-0.6% -$20.8K 0.25% 86
2025
Q3 		$3.66M Sell
53,785
-923
-2% -$61K 0.25% 87
2025
Q2 		$3.5M Buy
54,708
+3,791
+7% +$231K 0.26% 84
2025
Q1 		$3.15M Buy
50,917
+2,652
+5% +$166K 0.26% 82
2024
Q4 		$2.96M Sell
48,265
-3,587
-7% -$226K 0.26% 82
2024
Q3 		$3.25M Sell
51,852
-1,745
-3% -$105K 0.28% 85
2024
Q2 		$3.09M Buy
53,597
+10,280
+24% +$587K 0.28% 86
2024
Q1 		$2.51M Sell
43,317
-2,233
-5% -$124K 0.24% 94
2023
Q4 		$2.45M Buy
45,550
+4,860
+12% +$246K 0.26% 87
2023
Q3 		$2.02M Buy
40,690
+8,840
+28% +$458K 0.24% 92
2023
Q2 		$1.64M Buy
31,850
+2,007
+7% +$101K 0.18% 101
2023
Q1 		$1.49M Sell
29,843
-1,543
-5% -$77.5K 0.18% 99
2022
Q4 		$1.57M Sell
31,386
-4,376
-12% -$215K 0.2% 91
2022
Q3 		$1.59M Sell
35,762
-3,080
-8% -$152K 0.21% 86
2022
Q2 		$1.85M Sell
38,842
-362
-0.9% -$18.3K 0.23% 85
2022
Q1 		$2.09M Buy
39,204
+4,828
+14% +$258K 0.24% 87
2021
Q4 		$1.91M Buy
34,376
+2,147
+7% +$115K 0.22% 92
2021
Q3 		$1.62M Buy
32,229
+840
+3% +$43.5K 0.2% 91
2021
Q2 		$1.58M Buy
31,389
+4,367
+16% +$219K 0.2% 87
2021
Q1 		$1.3M Buy
27,022
+24,707
+1,067% +$1.14M 0.18% 83
2020
Q4 		$104K Buy
+2,315
New +$98.4K 0.02% 222

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 1-Year Est. Return

Howe & Rusling's DGRO Position: Q1 2026 in Review

Howe & Rusling increased its iShares Core Dividend Growth ETF (DGRO) stake by 16% in Q1 2026, buying an estimated $606K and bringing the position to 61,940 shares worth $4.35M. The position accounts for 0.28% of the portfolio, ranked #82.

Howe & Rusling first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. 1,312 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Howe & Rusling held 61,940 shares of iShares Core Dividend Growth ETF worth $4.35M as of Q1 2026.
  • Howe & Rusling bought 8,457 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $606K.
  • iShares Core Dividend Growth ETF made up 0.28% of Howe & Rusling's portfolio in Q1 2026, its #82 holding.
  • Howe & Rusling first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,312 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.