LF
DGRO icon

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

Lee Financial’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 		$394K Sell
5,611
-709
-11% -$50.8K 0.06% 112
2025
Q4 		$439K Buy
6,320
+825
+15% +$56.7K 0.06% 106
2025
Q3 		$374K Buy
5,495
+2,255
+70% +$149K 0.05% 131
2025
Q2 		$207K Buy
+3,240
New +$198K 0.03% 139
2024
Q1 		– Sell
-3,175
Closed -$171K – 326
2023
Q4 		$171K Buy
3,175
+2,450
+338% +$124K 0.03% 145
2023
Q3 		$35.9K Sell
725
-447
-38% -$23.1K 0.01% 248
2023
Q2 		$60.4K Hold
1,172
– – 0.01% 206
2023
Q1 		$58.6K Hold
1,172
– – 0.01% 222
2022
Q4 		$58.6K Hold
1,172
– – 0.01% 242
2022
Q3 		$52K Buy
1,172
+447
+62% +$22K 0.01% 247
2022
Q2 		$35K Hold
725
– – 0.01% 273
2022
Q1 		$39K Hold
725
– – 0.01% 267
2021
Q4 		$40K Hold
725
– – 0.01% 277
2021
Q3 		$36K Sell
725
-284
-28% -$14.7K 0.01% 259
2021
Q2 		$51K Hold
1,009
– – 0.01% 226
2021
Q1 		$49K Hold
1,009
– – 0.01% 232
2020
Q4 		$45K Hold
1,009
– – 0.01% 220
2020
Q3 		$40K Hold
1,009
– – 0.01% 254
2020
Q2 		$38K Hold
1,009
– – 0.01% 228
2020
Q1 		$33K Hold
1,009
– – 0.01% 199
2019
Q4 		$42K Hold
1,009
– – 0.01% 203
2019
Q3 		$39K Sell
1,009
-927
-48% -$35.7K 0.01% 202
2019
Q2 		$74K Hold
1,936
– – 0.02% 176
2019
Q1 		$71K Buy
+1,936
New +$68.9K 0.02% 174
2018
Q3 		– Sell
-6,866
Closed -$235K – 527
2018
Q2 		$235K Buy
6,866
+2,044
+42% +$70.4K 0.06% 146
2018
Q1 		$163K Buy
+4,822
New +$170K 0.04% 168

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

Lee Financial's DGRO Position: Q1 2026 in Review

Lee Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q1 2026, selling an estimated $50.8K and leaving 5,611 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #112.

Lee Financial first reported a position in DGRO in Q1 2018 and has held it in 26 quarters since. The position peaked at $439K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Lee Financial held 5,611 shares of iShares Core Dividend Growth ETF worth $394K as of Q1 2026.
  • Lee Financial sold 709 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $50.8K.
  • iShares Core Dividend Growth ETF made up 0.06% of Lee Financial's portfolio in Q1 2026, its #112 holding.
  • Lee Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and has held it in 26 quarters since.
  • Lee Financial's iShares Core Dividend Growth ETF position peaked at $439K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.