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LMCG Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

LMCG Investments’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 		$2.13M Buy
30,362
+49
+0.2% +$3.51K 0.13% 128
2025
Q4 		$2.1M Buy
30,313
+1,098
+4% +$75.5K 0.12% 128
2025
Q3 		$1.99M Buy
29,215
+1,887
+7% +$125K 0.12% 128
2025
Q2 		$1.75M Sell
27,328
-1,067
-4% -$65.1K 0.11% 136
2025
Q1 		$1.75M Buy
28,395
+218
+0.8% +$13.7K 0.12% 144
2024
Q4 		$1.73M Buy
28,177
+3,928
+16% +$248K 0.11% 142
2024
Q3 		$1.52M Buy
24,249
+725
+3% +$43.7K 0.09% 141
2024
Q2 		$1.36M Sell
23,524
-522
-2% -$29.8K 0.08% 162
2024
Q1 		$1.4M Buy
24,046
+325
+1% +$18K 0.08% 164
2023
Q4 		$1.28M Buy
23,721
+306
+1% +$15.5K 0.08% 200
2023
Q3 		$1.16M Buy
23,415
+254
+1% +$13.2K 0.08% 197
2023
Q2 		$1.19M Buy
23,161
+356
+2% +$17.9K 0.08% 205
2023
Q1 		$1.14M Buy
22,805
+33
+0.1% +$1.66K 0.08% 206
2022
Q4 		$1.14M Buy
22,772
+1,003
+5% +$49.2K 0.08% 199
2022
Q3 		$968K Buy
21,769
+8,260
+61% +$407K 0.07% 225
2022
Q2 		$644K Buy
13,509
+214
+2% +$10.8K 0.04% 255
2022
Q1 		$710K Buy
+13,295
New +$710K 0.04% 257

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

LMCG Investments's DGRO Position: Q1 2026 in Review

LMCG Investments increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.16% in Q1 2026, buying an estimated $3.51K and bringing the position to 30,362 shares worth $2.13M. The position accounts for 0.13% of the portfolio, ranked #128.

LMCG Investments first reported a position in DGRO in Q1 2022 and has held it in 17 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • LMCG Investments held 30,362 shares of iShares Core Dividend Growth ETF worth $2.13M as of Q1 2026.
  • LMCG Investments bought 49 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $3.51K.
  • iShares Core Dividend Growth ETF made up 0.13% of LMCG Investments's portfolio in Q1 2026, its #128 holding.
  • LMCG Investments first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.