IIM
DGRO icon

IFC & Insurance Marketing’s iShares Core Dividend Growth ETF DGRO Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-449
Closed -$31K – 202
2025
Q4 		$31K Buy
+449
New +$30.9K 0.03% 227

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFC & Insurance Marketing's DGRO Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 449 shares — an estimated $31K sold.

IFC & Insurance Marketing first reported a position in DGRO in Q4 2025 and held it in 1 quarter. The position peaked at $31K in Q4 2025. 1,320 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 449 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $31K.
  • IFC & Insurance Marketing first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Core Dividend Growth ETF position peaked at $31K in Q4 2025.
  • 1,320 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.