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Leigh Baldwin & Co’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Leigh Baldwin & Co’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 		$6.54M Buy
93,174
+3,579
+4% +$257K 4.23% 2
2025
Q4 		$6.22M Buy
89,595
+4,325
+5% +$297K 4.09% 3
2025
Q3 		$5.81M Buy
85,270
+6,702
+9% +$443K 3.27% 3
2025
Q2 		$5.02M Buy
78,568
+14,284
+22% +$871K 3.3% 3
2025
Q1 		$3.97M Buy
64,284
+15,060
+31% +$944K 3.2% 4
2024
Q4 		$3.02M Buy
+49,224
New +$3.11M 2.55% 7

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

Leigh Baldwin & Co's DGRO Position: Q1 2026 in Review

Leigh Baldwin & Co increased its iShares Core Dividend Growth ETF (DGRO) stake by 4% in Q1 2026, buying an estimated $257K and bringing the position to 93,174 shares worth $6.54M. The position accounts for 4.23% of the portfolio, ranked #2.

Leigh Baldwin & Co first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Leigh Baldwin & Co held 93,174 shares of iShares Core Dividend Growth ETF worth $6.54M as of Q1 2026.
  • Leigh Baldwin & Co bought 3,579 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $257K.
  • iShares Core Dividend Growth ETF made up 4.23% of Leigh Baldwin & Co's portfolio in Q1 2026, its #2 holding.
  • Leigh Baldwin & Co first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.