IFS Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

IFS Advisors’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	$16.9M	Buy	241,130 +3,941	+2%	+$283K	8.72%	4
2025 Q4	$16.5M	Buy	237,189 +31,065	+15%	+$2.14M	8.55%	4
2025 Q3	$14M	Buy	206,124 +290	+0.1%	+$19.2K	8.21%	4
2025 Q2	$13.2M	Sell	205,834 -670	-0.3%	-$40.9K	9.96%	4
2025 Q1	$12.8M	Buy	206,504 +2,467	+1%	+$155K	10.36%	3
2024 Q4	$12.5M	Sell	204,037 -67	-0%	-$4.23K	9.84%	4
2024 Q3	$12.8M	Sell	204,104 -2,540	-1%	-$153K	10.13%	3
2024 Q2	$11.9M	Sell	206,644 -1,130	-0.5%	-$64.5K	10.04%	4
2024 Q1	$12.1M	Sell	207,774 -231	-0.1%	-$12.8K	10.53%	3
2023 Q4	$11.2M	Buy	208,005 +39,432	+23%	+$2M	13.3%	2
2023 Q3	$8.35M	Buy	168,573 +13,764	+9%	+$713K	15.56%	2
2023 Q2	$7.98M	Buy	154,809 +1,818	+1%	+$91.4K	19.71%	2
2023 Q1	$7.65M	Buy	152,991 +11,415	+8%	+$573K	31.23%	2
2022 Q4	$7.08M	Sell	141,576 -419	-0.3%	-$20.6K	12.24%	4
2022 Q3	$6.31M	Buy	141,995 +138,629	+4,119%	+$6.82M	11.59%	4
2022 Q2	$160K	Sell	3,366 -367,768	-99%	-$18.5M	0.43%	7
2022 Q1	$19.8M	Buy	371,134 +165,914	+81%	+$8.86M	18.56%	2
2021 Q4	$11.4M	Sell	205,220 -41,573	-17%	-$2.22M	8.01%	5
2021 Q3	$12.4M	Buy	246,793 +2,786	+1%	+$144K	7.94%	5
2021 Q2	$12.3M	Buy	244,007 +21,935	+10%	+$1.1M	8.25%	4
2021 Q1	$10.7M	Buy	222,072 +713	+0.3%	+$33K	8.39%	2
2020 Q4	$9.92M	Buy	+221,359	New	+$9.41M	7.6%	5

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

IFS Advisors's DGRO Position: Q1 2026 in Review

IFS Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.7% in Q1 2026, buying an estimated $283K and bringing the position to 241,130 shares worth $16.9M. The position accounts for 8.72% of the portfolio, ranked #4.

IFS Advisors first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.8M in Q1 2022. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

IFS Advisors held 241,130 shares of iShares Core Dividend Growth ETF worth $16.9M as of Q1 2026.
IFS Advisors bought 3,941 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $283K.
iShares Core Dividend Growth ETF made up 8.72% of IFS Advisors's portfolio in Q1 2026, its #4 holding.
IFS Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
IFS Advisors's iShares Core Dividend Growth ETF position peaked at $19.8M in Q1 2022.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.