JPL Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

JPL Wealth Management’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	$5.57M	Sell	79,341 -885	-1%	-$63.5K	1.28%	26
2025 Q4	$5.57M	Sell	80,226 -1,452	-2%	-$99.8K	1.36%	26
2025 Q3	$5.56M	Buy	81,678 +167	+0.2%	+$11K	1.32%	18
2025 Q2	$5.21M	Buy	81,511 +1,109	+1%	+$67.6K	1.41%	20
2025 Q1	$4.97M	Buy	80,402 +3,801	+5%	+$238K	1.42%	18
2024 Q4	$4.7M	Buy	+76,601	New	+$4.83M	1.35%	19
2024 Q2	$3M	Buy	52,127 +2,560	+5%	+$146K	1.47%	21
2024 Q1	$2.88M	Buy	49,567 +16,751	+51%	+$930K	1.59%	20
2023 Q4	$1.77M	Buy	+32,816	New	+$1.66M	1.27%	25

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

JPL Wealth Management's DGRO Position: Q1 2026 in Review

JPL Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q1 2026, selling an estimated $63.5K and leaving 79,341 shares worth $5.57M. The position accounts for 1.28% of the portfolio, ranked #26.

JPL Wealth Management first reported a position in DGRO in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.57M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

JPL Wealth Management held 79,341 shares of iShares Core Dividend Growth ETF worth $5.57M as of Q1 2026.
JPL Wealth Management sold 885 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $63.5K.
iShares Core Dividend Growth ETF made up 1.28% of JPL Wealth Management's portfolio in Q1 2026, its #26 holding.
JPL Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's iShares Core Dividend Growth ETF position peaked at $5.57M in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.