IAG Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

IAG Wealth Partners’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	$41.5K	Buy	592 +297	+101%	+$21.3K	﹤0.01%	226
2025 Q4	$20.5K	Sell	295 -236	-44%	-$16.2K	﹤0.01%	288
2025 Q3	$36.2K	Sell	531 -18	-3%	-$1.19K	﹤0.01%	246
2025 Q2	$35.1K	Hold	549	–	–	﹤0.01%	229
2025 Q1	$33.9K	Hold	549	–	–	0.01%	225
2024 Q4	$33.7K	Hold	549	–	–	0.01%	225
2024 Q3	$34.4K	Buy	549 +303	+123%	+$18.3K	0.01%	225
2024 Q2	$14.2K	Buy	246 +10	+4%	+$571	﹤0.01%	298
2024 Q1	$13.7K	Hold	236	–	–	﹤0.01%	279
2023 Q4	$12.7K	Buy	+236	New	+$12K	﹤0.01%	282

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

IAG Wealth Partners's DGRO Position: Q1 2026 in Review

IAG Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 101% in Q1 2026, buying an estimated $21.3K and bringing the position to 592 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

IAG Wealth Partners first reported a position in DGRO in Q4 2023 and has held it in 10 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

IAG Wealth Partners held 592 shares of iShares Core Dividend Growth ETF worth $41.5K as of Q1 2026.
IAG Wealth Partners bought 297 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $21.3K.
iShares Core Dividend Growth ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #226 holding.
IAG Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.