Ipsen Advisor Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ipsen Advisor 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	$1.12M	Sell	15,998 -493	-3%	-$35.3K	0.79%	38
2025 Q4	$1.14M	Sell	16,491 -65	-0.4%	-$4.47K	0.81%	38
2025 Q3	$1.13M	Sell	16,556 -185	-1%	-$12.2K	0.81%	33
2025 Q2	$1.07M	Buy	16,741 +1,717	+11%	+$105K	0.82%	35
2025 Q1	$928K	Sell	15,024 -33	-0.2%	-$2.07K	0.8%	37
2024 Q4	$924K	Buy	+15,057	New	+$950K	0.79%	35
2022 Q4	$1.48M	Buy	+29,513	New	+$1.45M	1.7%	15

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

Ipsen Advisor Group's DGRO Position: Q1 2026 in Review

Ipsen Advisor Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3% in Q1 2026, selling an estimated $35.3K and leaving 15,998 shares worth $1.12M. The position accounts for 0.79% of the portfolio, ranked #38.

Ipsen Advisor Group first reported a position in DGRO in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2022. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Ipsen Advisor Group held 15,998 shares of iShares Core Dividend Growth ETF worth $1.12M as of Q1 2026.
Ipsen Advisor Group sold 493 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $35.3K.
iShares Core Dividend Growth ETF made up 0.79% of Ipsen Advisor Group's portfolio in Q1 2026, its #38 holding.
Ipsen Advisor Group first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's iShares Core Dividend Growth ETF position peaked at $1.48M in Q4 2022.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.