Leo Wealth LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Leo Wealth LLC’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	$2.86M	Sell	40,692 -542	-1%	-$38.9K	0.21%	94
2025 Q4	$2.86M	Buy	41,234 +38,012	+1,180%	+$2.61M	0.21%	83
2025 Q3	$219K	Sell	3,222 -36,981	-92%	-$2.44M	0.03%	265
2025 Q2	$2.57M	Buy	40,203 +36,948	+1,135%	+$2.25M	0.2%	94
2025 Q1	$201K	Sell	3,255 -37,106	-92%	-$2.33M	0.03%	256
2024 Q4	$2.48M	Sell	40,361 -237	-0.6%	-$15K	0.22%	78
2024 Q3	$2.55M	Buy	40,598 +46	+0.1%	+$2.77K	0.23%	76
2024 Q2	$2.33M	Sell	40,552 -171	-0.4%	-$9.77K	0.24%	74
2024 Q1	$2.35M	Sell	40,723 -5	-0%	-$278	0.24%	73
2023 Q4	$2.31M	Buy	+40,728	New	+$2.07M	0.24%	74

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leo Wealth LLC's DGRO Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q1 2026, selling an estimated $38.9K and leaving 40,692 shares worth $2.86M. The position accounts for 0.21% of the portfolio, ranked #94.

Leo Wealth LLC first reported a position in DGRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.86M in Q4 2025. 1,319 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Leo Wealth LLC held 40,692 shares of iShares Core Dividend Growth ETF worth $2.86M as of Q1 2026.
Leo Wealth LLC sold 542 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $38.9K.
iShares Core Dividend Growth ETF made up 0.21% of Leo Wealth LLC's portfolio in Q1 2026, its #94 holding.
Leo Wealth LLC first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's iShares Core Dividend Growth ETF position peaked at $2.86M in Q4 2025.
1,319 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.