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IHT Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

IHT Wealth Management’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 		$5.69M Buy
81,104
+8,676
+12% +$622K 0.13% 163
2025
Q4 		$5.03M Buy
72,428
+3,848
+6% +$265K 0.12% 173
2025
Q3 		$4.67M Sell
68,580
-6,767
-9% -$447K 0.12% 170
2025
Q2 		$4.82M Buy
75,347
+15,492
+26% +$945K 0.13% 158
2025
Q1 		$3.7M Sell
59,855
-4,262
-7% -$267K 0.12% 178
2024
Q4 		$3.93M Sell
64,117
-13,899
-18% -$877K 0.13% 155
2024
Q3 		$4.89M Buy
78,016
+32,055
+70% +$1.93M 0.14% 143
2024
Q2 		$2.65M Buy
45,961
+1,029
+2% +$58.8K 0.1% 205
2024
Q1 		$2.61M Buy
44,932
+70
+0.2% +$3.89K 0.1% 205
2023
Q4 		$2.41M Buy
44,862
+3,126
+7% +$159K 0.11% 191
2023
Q3 		$2.07M Buy
41,736
+4,412
+12% +$228K 0.1% 191
2023
Q2 		$1.92M Sell
37,324
-3,681
-9% -$185K 0.1% 196
2023
Q1 		$2.05M Sell
41,005
-1,941
-5% -$97.5K 0.12% 173
2022
Q4 		$2.15M Sell
42,946
-2,466
-5% -$121K 0.13% 165
2022
Q3 		$2.02M Sell
45,412
-2,284
-5% -$112K 0.15% 146
2022
Q2 		$2.27M Sell
47,696
-2,012
-4% -$101K 0.2% 112
2022
Q1 		$2.65M Buy
49,708
+6,888
+16% +$368K 0.2% 107
2021
Q4 		$2.38M Buy
42,820
+8,255
+24% +$441K 0.18% 124
2021
Q3 		$1.74M Buy
34,565
+5,543
+19% +$287K 0.14% 142
2021
Q2 		$1.46M Buy
29,022
+11,255
+63% +$565K 0.09% 233
2021
Q1 		$858K Buy
17,767
+8,868
+100% +$410K 0.06% 304
2020
Q4 		$399K Buy
8,899
+1,634
+22% +$69.5K 0.03% 482
2020
Q3 		$289K Buy
7,265
+301
+4% +$12K 0.03% 488
2020
Q2 		$262K Buy
+6,964
New +$253K 0.04% 445
2018
Q2 		– Sell
-1,584
Closed -$53K – 640
2018
Q1 		$53K Sell
1,584
-197
-11% -$6.95K 0.01% 653
2017
Q4 		$63K Buy
1,781
+1,216
+215% +$41K 0.02% 623
2017
Q3 		$19K Hold
565
– – 0.01% 788
2017
Q2 		$2 Buy
+565
New +$17.5K ﹤0.01% 1213

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 $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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IHT Wealth Management's DGRO Position: Q1 2026 in Review

IHT Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 12% in Q1 2026, buying an estimated $622K and bringing the position to 81,104 shares worth $5.69M. The position accounts for 0.13% of the portfolio, ranked #163.

IHT Wealth Management first reported a position in DGRO in Q2 2017 and has held it in 28 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • IHT Wealth Management held 81,104 shares of iShares Core Dividend Growth ETF worth $5.69M as of Q1 2026.
  • IHT Wealth Management bought 8,676 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $622K.
  • iShares Core Dividend Growth ETF made up 0.13% of IHT Wealth Management's portfolio in Q1 2026, its #163 holding.
  • IHT Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2017 and has held it in 28 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.