Investment Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Investment Advisory Group’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	$967K	Buy	13,774 +19	+0.1%	+$1.36K	0.25%	81
2025 Q4	$955K	Buy	13,755 +27	+0.2%	+$1.86K	0.25%	77
2025 Q3	$935K	Buy	13,728 +22	+0.2%	+$1.45K	0.25%	76
2025 Q2	$876K	Buy	13,706 +21	+0.2%	+$1.28K	0.27%	73
2025 Q1	$845K	Buy	13,685 +20	+0.1%	+$1.25K	0.28%	74
2024 Q4	$838K	Buy	13,665 +593	+5%	+$37.4K	0.28%	71
2024 Q3	$820K	Buy	13,072 +1,617	+14%	+$97.5K	0.28%	71
2024 Q2	$660K	Buy	11,455 +1,403	+14%	+$80.1K	0.26%	74
2024 Q1	$584K	Buy	10,052 +18	+0.2%	+$999	0.24%	78
2023 Q4	$540K	Buy	10,034 +49	+0.5%	+$2.48K	0.25%	78
2023 Q3	$495K	Hold	9,985	–	–	0.26%	76
2023 Q2	$515K	Buy	9,985 +317	+3%	+$15.9K	0.26%	74
2023 Q1	$483K	Buy	9,668 +9	+0.1%	+$452	0.28%	75
2022 Q4	$483K	Buy	9,659 +21	+0.2%	+$1.03K	0.3%	72
2022 Q3	$429K	Buy	9,638 +25	+0.3%	+$1.23K	0.3%	69
2022 Q2	$458K	Buy	9,613 +16	+0.2%	+$807	0.31%	65
2022 Q1	$513K	Buy	9,597 +15	+0.2%	+$801	0.31%	68
2021 Q4	$515K	Buy	+9,582	New	+$511K	0.33%	63

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 $79.5B AUM 27.1% 1-Year Est. Return

Investment Advisory Group's DGRO Position: Q1 2026 in Review

Investment Advisory Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.14% in Q1 2026, buying an estimated $1.36K and bringing the position to 13,774 shares worth $967K. The position accounts for 0.25% of the portfolio, ranked #81.

Investment Advisory Group first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Investment Advisory Group held 13,774 shares of iShares Core Dividend Growth ETF worth $967K as of Q1 2026.
Investment Advisory Group bought 19 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.36K.
iShares Core Dividend Growth ETF made up 0.25% of Investment Advisory Group's portfolio in Q1 2026, its #81 holding.
Investment Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.