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DGRO icon

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

Insight 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 		$1.29M Sell
18,364
-6,556
-26% -$470K 0.25% 58
2025
Q4 		$1.73M Sell
24,920
-1,264
-5% -$86.9K 0.26% 64
2025
Q3 		$1.78M Buy
26,184
+258
+1% +$17.1K 0.27% 62
2025
Q2 		$1.66M Sell
25,926
-11,814
-31% -$720K 0.27% 60
2025
Q1 		$2.33M Sell
37,740
-173
-0.5% -$10.8K 0.41% 42
2024
Q4 		$2.32M Sell
37,913
-783
-2% -$49.4K 0.39% 44
2024
Q3 		$2.43M Sell
38,696
-2,888
-7% -$174K 0.42% 41
2024
Q2 		$2.4M Buy
41,584
+813
+2% +$46.4K 0.43% 38
2024
Q1 		$2.37M Sell
40,771
-3,789
-9% -$210K 0.45% 38
2023
Q4 		$2.4M Buy
44,560
+31,841
+250% +$1.61M 0.51% 30
2023
Q3 		$630K Buy
12,719
+300
+2% +$15.5K 0.14% 116
2023
Q2 		$640K Buy
12,419
+2,361
+23% +$119K 0.14% 113
2023
Q1 		$503K Buy
10,058
+45
+0.4% +$2.26K 0.12% 140
2022
Q4 		$499K Buy
10,013
+711
+8% +$34.9K 0.17% 156
2022
Q3 		$414K Buy
9,302
+41
+0.4% +$2.02K 0.16% 166
2022
Q2 		$469K Buy
9,261
+1,419
+18% +$71.5K 0.16% 162
2022
Q1 		$419K Buy
7,842
+413
+6% +$22.1K 0.13% 205
2021
Q4 		$413K Sell
7,429
-956
-11% -$51K 0.12% 203
2021
Q3 		$450K Buy
8,385
+1
+0% +$52 0.13% 189
2021
Q2 		$433K Buy
8,384
+215
+3% +$10.8K 0.14% 195
2021
Q1 		$408K Buy
8,169
+673
+9% +$31.1K 0.13% 205
2020
Q4 		$336K Buy
+7,496
New +$319K 0.13% 189

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

Insight Advisors's DGRO Position: Q1 2026 in Review

Insight Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 26% in Q1 2026, selling an estimated $470K and leaving 18,364 shares worth $1.29M. The position accounts for 0.25% of the portfolio, ranked #58.

Insight Advisors first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.43M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Insight Advisors held 18,364 shares of iShares Core Dividend Growth ETF worth $1.29M as of Q1 2026.
  • Insight Advisors sold 6,556 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $470K.
  • iShares Core Dividend Growth ETF made up 0.25% of Insight Advisors's portfolio in Q1 2026, its #58 holding.
  • Insight Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's iShares Core Dividend Growth ETF position peaked at $2.43M in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.