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

Immaculate 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	$1.25M	Buy	+17,832	New	+$1.28M	9.89%	2

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

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

Immaculate Wealth Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2026: 17,832 shares worth $1.25M. The stake represents 9.89% of the portfolio and ranks #2 among its holdings.

1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Immaculate Wealth Management held 17,832 shares of iShares Core Dividend Growth ETF worth $1.25M as of Q1 2026.
iShares Core Dividend Growth ETF was a new Immaculate Wealth Management position in Q1 2026.
iShares Core Dividend Growth ETF made up 9.89% of Immaculate Wealth Management's portfolio in Q1 2026, its #2 holding.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Immaculate Wealth Management's 13F filing for Q1 2026, filed 29 May 2026.