Key Financial Inc’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Key Financial Inc’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	$383K	Buy	5,458 +31	+0.6%	+$2.22K	0.07%	211
2025 Q4	$377K	Hold	5,427	–	–	0.07%	206
2025 Q3	$371K	Buy	5,427 +1,180	+28%	+$78K	0.07%	207
2025 Q2	$272K	Buy	4,247 +386	+10%	+$23.5K	0.05%	238
2025 Q1	$239K	Hold	3,861	–	–	0.05%	236
2024 Q4	$237K	Hold	3,861	–	–	0.05%	231
2024 Q3	$242K	Hold	3,861	–	–	0.05%	228
2024 Q2	$222K	Hold	3,861	–	–	0.05%	230
2024 Q1	$224K	Hold	3,861	–	–	0.06%	218
2023 Q4	$208K	Hold	3,861	–	–	0.06%	220
2023 Q3	$191K	Sell	3,861 -1,814	-32%	-$93.9K	0.06%	211
2023 Q2	$292K	Hold	5,675	–	–	0.1%	162
2023 Q1	$284K	Buy	+5,675	New	+$285K	0.1%	159
2022 Q3	–	Sell	-1,108	Closed	-$53K	–	1125
2022 Q2	$53K	Buy	+1,108	New	+$55.9K	0.03%	346

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

Key Financial Inc's DGRO Position: Q1 2026 in Review

Key Financial Inc increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.57% in Q1 2026, buying an estimated $2.22K and bringing the position to 5,458 shares worth $383K. The position accounts for 0.07% of the portfolio, ranked #211.

Key Financial Inc first reported a position in DGRO in Q2 2022 and has held it in 14 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Key Financial Inc held 5,458 shares of iShares Core Dividend Growth ETF worth $383K as of Q1 2026.
Key Financial Inc bought 31 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $2.22K.
iShares Core Dividend Growth ETF made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #211 holding.
Key Financial Inc first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 14 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.