Journey Strategic Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Journey Strategic Wealth’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	$263K	Buy	3,751 +2	+0.1%	+$143	0.01%	616
2025 Q4	$260K	Sell	3,749 -26	-0.7%	-$1.79K	0.01%	573
2025 Q3	$257K	Buy	3,775 +13	+0.3%	+$859	0.01%	549
2025 Q2	$241K	Sell	3,762 -475	-11%	-$29K	0.01%	524
2025 Q1	$262K	Sell	4,237 -399	-9%	-$25K	0.01%	378
2024 Q4	$284K	Sell	4,636 -760	-14%	-$47.9K	0.01%	345
2024 Q3	$338K	Buy	+5,396	New	+$325K	0.01%	303
2023 Q4	–	Sell	-4,944	Closed	-$245K	–	243
2023 Q3	$245K	Sell	4,944 -51	-1%	-$2.64K	0.01%	142
2023 Q2	$257K	Sell	4,995 -1,415	-22%	-$71.2K	0.01%	136
2023 Q1	$320K	Buy	6,410 +1,411	+28%	+$70.8K	0.03%	145
2022 Q4	$250K	Buy	+4,999	New	+$245K	0.03%	167

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 $424B AUM 22.94% 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

Journey Strategic Wealth's DGRO Position: Q1 2026 in Review

Journey Strategic Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.05% in Q1 2026, buying an estimated $143 and bringing the position to 3,751 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #616.

Journey Strategic Wealth first reported a position in DGRO in Q4 2022 and has held it in 11 quarters since. The position peaked at $338K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Journey Strategic Wealth held 3,751 shares of iShares Core Dividend Growth ETF worth $263K as of Q1 2026.
Journey Strategic Wealth bought 2 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $143.
iShares Core Dividend Growth ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #616 holding.
Journey Strategic Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 11 quarters since.
Journey Strategic Wealth's iShares Core Dividend Growth ETF position peaked at $338K in Q3 2024.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.