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

Kingsview 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	$21.2M	Buy	302,168 +19,965	+7%	+$1.43M	0.29%	62
2025 Q4	$19.6M	Buy	282,203 +116,279	+70%	+$8M	0.28%	70
2025 Q3	$11.3M	Buy	165,924 +28,852	+21%	+$1.91M	0.17%	110
2025 Q2	$8.76M	Sell	137,072 -12,076	-8%	-$736K	0.15%	147
2025 Q1	$9.21M	Buy	149,148 +2,463	+2%	+$154K	0.17%	123
2024 Q4	$9M	Buy	146,685 +7,663	+6%	+$483K	0.18%	123
2024 Q3	$8.72M	Buy	139,022 +38,198	+38%	+$2.3M	0.18%	116
2024 Q2	$5.81M	Buy	100,824 +67	+0.1%	+$3.83K	0.14%	166
2024 Q1	$5.85M	Sell	100,757 -1,924	-2%	-$107K	0.15%	157
2023 Q4	$5.53M	Sell	102,681 -10,042	-9%	-$509K	0.17%	143
2023 Q3	$5.58M	Buy	112,723 +29,088	+35%	+$1.51M	0.2%	118
2023 Q2	$4.31M	Sell	83,635 -2,972	-3%	-$149K	0.17%	132
2023 Q1	$4.33M	Sell	86,607 -19,250	-18%	-$967K	0.18%	122
2022 Q4	$5.29M	Buy	105,857 +38,054	+56%	+$1.87M	0.23%	107
2022 Q3	$3.02M	Buy	67,803 +17,354	+34%	+$854K	0.14%	162
2022 Q2	$2.4M	Buy	50,449 +8,731	+21%	+$440K	0.11%	195
2022 Q1	$2.23M	Buy	41,718 +5,864	+16%	+$313K	0.1%	218
2021 Q4	$1.99M	Buy	35,854 +5,824	+19%	+$311K	0.08%	245
2021 Q3	$1.51M	Sell	30,030 -42,595	-59%	-$2.21M	0.07%	277
2021 Q2	$3.68M	Buy	72,625 +10,662	+17%	+$535K	0.18%	126
2021 Q1	$3.01M	Sell	61,963 -130	-0.2%	-$6.01K	0.17%	130
2020 Q4	$2.78M	Sell	62,093 -2,328	-4%	-$99K	0.2%	114
2020 Q3	$2.56M	Buy	64,421 +697	+1%	+$27.7K	0.23%	109
2020 Q2	$2.4M	Sell	63,724 -3,010	-5%	-$109K	0.24%	103
2020 Q1	$2.17M	Sell	66,734 -8,203	-11%	-$321K	0.29%	93
2019 Q4	$3.15M	Buy	74,937 +19,578	+35%	+$792K	0.4%	75
2019 Q3	$2.17M	Buy	55,359 +11,423	+26%	+$440K	0.34%	82
2019 Q2	$1.68M	Buy	43,936 +17,781	+68%	+$666K	0.28%	100
2019 Q1	$961K	Buy	26,155 +6,957	+36%	+$247K	0.15%	183
2018 Q4	$637K	Buy	19,198 +193	+1%	+$6.78K	0.14%	185
2018 Q3	$704K	Sell	19,005 -148	-0.8%	-$5.38K	0.14%	186
2018 Q2	$657K	Buy	19,153 +1,039	+6%	+$35.8K	0.16%	162
2018 Q1	$614K	Buy	18,114 +2,906	+19%	+$103K	0.15%	176
2017 Q4	$529K	Buy	15,208 +1,143	+8%	+$38.6K	0.19%	164
2017 Q3	$457K	Buy	14,065 +402	+3%	+$12.8K	0.2%	150
2017 Q2	$428K	Buy	13,663 +2,649	+24%	+$81.9K	0.22%	138
2017 Q1	$335K	Buy	+11,014	New	+$330K	0.2%	157

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

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

Kingsview Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.1% in Q1 2026, buying an estimated $1.43M and bringing the position to 302,168 shares worth $21.2M. The position accounts for 0.29% of the portfolio, ranked #62.

Kingsview Wealth Management first reported a position in DGRO in Q1 2017 and has held it in 37 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Kingsview Wealth Management held 302,168 shares of iShares Core Dividend Growth ETF worth $21.2M as of Q1 2026.
Kingsview Wealth Management bought 19,965 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.43M.
iShares Core Dividend Growth ETF made up 0.29% of Kingsview Wealth Management's portfolio in Q1 2026, its #62 holding.
Kingsview Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2017 and has held it in 37 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.