KFGK
DGRO icon

Keystone Financial Group (Kentucky)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Keystone Financial Group (Kentucky)’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 		$3.59M Buy
51,127
+2,581
+5% +$185K 0.25% 74
2025
Q4 		$3.37M Sell
48,546
-2,211
-4% -$152K 0.25% 74
2025
Q3 		$3.46M Buy
50,757
+25
+0% +$1.65K 0.26% 71
2025
Q2 		$3.24M Sell
50,732
-1,935
-4% -$118K 0.29% 70
2025
Q1 		$3.25M Sell
52,667
-2,513
-5% -$157K 0.33% 66
2024
Q4 		$3.38M Buy
55,180
+596
+1% +$37.6K 0.33% 61
2024
Q3 		$3.42M Buy
+54,584
New +$3.29M 0.44% 45
2024
Q2 		– Sell
-53,653
Closed -$3.12M – 189
2024
Q1 		$3.12M Sell
53,653
-1,715
-3% -$95.2K 0.45% 46
2023
Q4 		$2.98M Sell
55,368
-1,456
-3% -$73.8K 0.52% 43
2023
Q3 		$2.81M Buy
56,824
+5,506
+11% +$285K 0.47% 46
2023
Q2 		$2.64M Buy
+51,318
New +$2.58M 0.45% 50
2022
Q4 		$2.49M Buy
49,804
+2,614
+6% +$128K 0.49% 44
2022
Q3 		$2.1M Buy
47,190
+503
+1% +$24.8K 0.43% 54
2022
Q2 		$2.22M Buy
46,687
+1,984
+4% +$100K 0.44% 50
2022
Q1 		$2.39M Buy
44,703
+4,948
+12% +$264K 0.41% 53
2021
Q4 		$2.21M Sell
39,755
-12,796
-24% -$683K 0.36% 62
2021
Q3 		$2.64M Buy
52,551
+556
+1% +$28.8K 0.48% 46
2021
Q2 		$2.62M Buy
51,995
+9,571
+23% +$480K 0.47% 49
2021
Q1 		$2.05M Buy
42,424
+1,880
+5% +$86.9K 0.4% 60
2020
Q4 		$1.82M Buy
40,544
+4,722
+13% +$201K 0.38% 59
2020
Q3 		$1.43M Sell
35,822
-952
-3% -$37.8K 0.35% 63
2020
Q2 		$1.38M Buy
36,774
+753
+2% +$27.4K 0.38% 61
2020
Q1 		$1.17M Sell
36,021
-8,408
-19% -$329K 0.39% 63
2019
Q4 		$1.87M Buy
44,429
+1,708
+4% +$69.1K 0.5% 52
2019
Q3 		$1.67M Buy
42,721
+1,767
+4% +$68.1K 0.51% 46
2019
Q2 		$1.56M Sell
40,954
-199
-0.5% -$7.46K 0.51% 50
2019
Q1 		$1.51M Buy
41,153
+1,839
+5% +$65.4K 0.54% 49
2018
Q4 		$1.3M Buy
39,314
+138
+0.4% +$4.85K 0.59% 46
2018
Q3 		$1.46M Buy
39,176
+15,283
+64% +$555K 0.6% 48
2018
Q2 		$821K Buy
+23,893
New +$823K 0.46% 58

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s DGRO Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.3% in Q1 2026, buying an estimated $185K and bringing the position to 51,127 shares worth $3.59M. The position accounts for 0.25% of the portfolio, ranked #74.

Keystone Financial Group (Kentucky) first reported a position in DGRO in Q2 2018 and has held it in 30 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 51,127 shares of iShares Core Dividend Growth ETF worth $3.59M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 2,581 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $185K.
  • iShares Core Dividend Growth ETF made up 0.25% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #74 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Core Dividend Growth ETF in Q2 2018 and has held it in 30 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.