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Jeff Yass’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Jeff Yass’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
Q2 		$13.2M Buy
174,300
+39,300
+29% +$2.9M ﹤0.01% 2965
2026
Q1 		$9.47M Buy
135,000
+101,300
+301% +$7.26M ﹤0.01% 3194
2025
Q4 		$2.34M Buy
33,700
+4,000
+13% +$275K ﹤0.01% 5320
2025
Q3 		$2.02M Sell
29,700
-16,800
-36% -$1.11M ﹤0.01% 5777
2025
Q2 		$2.97M Buy
46,500
+21,400
+85% +$1.3M ﹤0.01% 4976
2025
Q1 		$1.55M Buy
25,100
+7,000
+39% +$439K ﹤0.01% 6129
2024
Q4 		$1.11M Sell
18,100
-158,600
-90% -$10M ﹤0.01% 6691
2024
Q3 		$11.1M Buy
176,700
+133,800
+312% +$8.07M ﹤0.01% 2488
2024
Q2 		$2.47M Sell
42,900
-491,700
-92% -$28.1M ﹤0.01% 4674
2024
Q1 		$31M Buy
534,600
+464,600
+664% +$25.8M 0.01% 1381
2023
Q4 		$3.77M Buy
70,000
+40,800
+140% +$2.07M ﹤0.01% 4205
2023
Q3 		$1.45M Sell
29,200
-31,200
-52% -$1.62M ﹤0.01% 5812
2023
Q2 		$3.11M Sell
60,400
-1,000
-2% -$50.3K ﹤0.01% 4301
2023
Q1 		$3.07M Buy
61,400
+34,700
+130% +$1.74M ﹤0.01% 4283
2022
Q4 		$1.33M Buy
26,700
+3,300
+14% +$162K ﹤0.01% 5547
2022
Q3 		$1.04M Buy
23,400
+14,600
+166% +$719K ﹤0.01% 6537
2022
Q2 		$419K Buy
+8,800
New +$444K ﹤0.01% 8705

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Jeff Yass's DGRO Position: Q1 2026 in Review

Jeff Yass sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 27,963 shares — an estimated $2M sold.

Jeff Yass first reported a position in DGRO in Q4 2014 and held it in 30 quarters. The position peaked at $6.64M in Q1 2021. 1,319 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Jeff Yass reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 27,963 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $2M.
  • Jeff Yass first reported a position in iShares Core Dividend Growth ETF in Q4 2014 and held it in 30 quarters.
  • Jeff Yass's iShares Core Dividend Growth ETF position peaked at $6.64M in Q1 2021.
  • 1,319 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.