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Jaffetilchin Investment Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Jaffetilchin Investment Partners’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 		$233K Buy
+3,316
New +$238K 0.01% 417
2024
Q4 		– Sell
-2,850
Closed -$179K – 584
2024
Q3 		$179K Buy
+2,850
New +$172K 0.01% 375

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jaffetilchin Investment Partners's DGRO Position: Q1 2026 in Review

Jaffetilchin Investment Partners opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2026: 3,316 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Jaffetilchin Investment Partners previously reported a position in DGRO as recently as Q3 2024.

Jaffetilchin Investment Partners first reported a position in DGRO in Q3 2024 and has held it in 2 quarters since. 1,319 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Jaffetilchin Investment Partners held 3,316 shares of iShares Core Dividend Growth ETF worth $233K as of Q1 2026.
  • iShares Core Dividend Growth ETF was a new Jaffetilchin Investment Partners position in Q1 2026.
  • iShares Core Dividend Growth ETF made up 0.01% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #417 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,319 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.