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

LPL 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	$1.42B	Buy	20,236,610 +1,473,264	+8%	+$106M	0.38%	51
2025 Q4	$1.3B	Buy	18,763,346 +595,710	+3%	+$41M	0.36%	53
2025 Q3	$1.24B	Buy	18,167,636 +559,988	+3%	+$37M	0.36%	53
2025 Q2	$1.13B	Buy	17,607,648 +1,910,056	+12%	+$116M	0.38%	51
2025 Q1	$970M	Buy	15,697,592 +941,311	+6%	+$59M	0.38%	54
2024 Q4	$905M	Buy	14,756,281 +1,392,383	+10%	+$87.8M	0.37%	57
2024 Q3	$838M	Buy	13,363,898 +413,083	+3%	+$24.9M	0.37%	51
2024 Q2	$746M	Buy	12,950,815 +1,047,837	+9%	+$59.9M	0.37%	54
2024 Q1	$691M	Buy	11,902,978 +746,773	+7%	+$41.5M	0.37%	53
2023 Q4	$600M	Buy	11,156,205 +529,366	+5%	+$26.8M	0.36%	51
2023 Q3	$526M	Buy	10,626,839 +511,407	+5%	+$26.5M	0.37%	56
2023 Q2	$521M	Sell	10,115,432 -330,706	-3%	-$16.6M	0.37%	51
2023 Q1	$522M	Buy	10,446,138 +835,252	+9%	+$41.9M	0.41%	47
2022 Q4	$481M	Buy	9,610,886 +916,427	+11%	+$45M	0.41%	46
2022 Q3	$387M	Buy	8,694,459 +144,219	+2%	+$7.1M	0.37%	51
2022 Q2	$407M	Buy	8,550,240 +340,744	+4%	+$17.2M	0.39%	51
2022 Q1	$438M	Buy	8,209,496 +731,242	+10%	+$39M	0.38%	52
2021 Q4	$416M	Buy	7,478,254 +449,062	+6%	+$24M	0.35%	55
2021 Q3	$353M	Buy	7,029,192 +652,535	+10%	+$33.8M	0.33%	60
2021 Q2	$321M	Buy	6,376,657 +489,865	+8%	+$24.6M	0.32%	62
2021 Q1	$284M	Buy	5,886,792 +407,821	+7%	+$18.9M	0.33%	60
2020 Q4	$246M	Buy	5,478,971 +626,253	+13%	+$26.6M	0.32%	59
2020 Q3	$193M	Buy	4,852,718 +202,368	+4%	+$8.04M	0.3%	64
2020 Q2	$175M	Buy	4,650,350 +205,506	+5%	+$7.47M	0.3%	61
2020 Q1	$145M	Buy	4,444,844 +246,592	+6%	+$9.65M	0.31%	67
2019 Q4	$177M	Buy	4,198,252 +603,667	+17%	+$24.4M	0.32%	60
2019 Q3	$141M	Buy	3,594,585 +474,458	+15%	+$18.3M	0.29%	69
2019 Q2	$119M	Buy	3,120,127 +358,399	+13%	+$13.4M	0.25%	78
2019 Q1	$101M	Buy	2,761,728 +304,538	+12%	+$10.8M	0.23%	84
2018 Q4	$81.5M	Buy	2,457,190 +342,745	+16%	+$12M	0.22%	94
2018 Q3	$78.4M	Buy	2,114,445 +35,284	+2%	+$1.28M	0.19%	102
2018 Q2	$71.3M	Buy	2,079,161 +225,210	+12%	+$7.75M	0.19%	101
2018 Q1	$62.8M	Buy	1,853,951 +325,352	+21%	+$11.5M	0.17%	112
2017 Q4	$53.2M	Buy	1,528,599 +508,396	+50%	+$17.2M	0.16%	116
2017 Q3	$33.1M	Buy	1,020,203 +91,692	+10%	+$2.92M	0.12%	161
2017 Q2	$29.1M	Buy	928,511 +209,085	+29%	+$6.46M	0.11%	168
2017 Q1	$21.8M	Buy	719,426 +152,858	+27%	+$4.59M	0.15%	114
2016 Q4	$16.5M	Buy	566,568 +327,109	+137%	+$9.2M	0.13%	136
2016 Q3	$6.56M	Buy	239,459 +68,517	+40%	+$1.91M	0.06%	293
2016 Q2	$4.66M	Sell	170,942 -73,999	-30%	-$1.99M	0.04%	401
2016 Q1	$6.42M	Buy	244,941 +33,943	+16%	+$851K	0.02%	601
2015 Q4	$5.36M	Buy	210,998 +114,924	+120%	+$2.97M	0.01%	689
2015 Q3	$2.41M	Sell	96,074 -35,644	-27%	-$908K	0.01%	757
2015 Q2	$3.42M	Buy	131,718 +828	+0.6%	+$22K	0.02%	664
2015 Q1	$3.42M	Buy	130,890 +7,272	+6%	+$192K	0.02%	673
2014 Q4	$3.28M	Buy	123,618 +111,095	+887%	+$2.86M	0.02%	656
2014 Q3	$310K	Buy	+12,523	New	+$315K	﹤0.01%	2144

Other funds holding DGRO

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial's DGRO Position: Q1 2026 in Review

LPL Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.9% in Q1 2026, buying an estimated $106M and bringing the position to 20,236,610 shares worth $1.42B. The position accounts for 0.38% of the portfolio, ranked #51.

LPL Financial first reported a position in DGRO in Q3 2014 and has held it in 47 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

LPL Financial held 20,236,610 shares of iShares Core Dividend Growth ETF worth $1.42B as of Q1 2026.
LPL Financial bought 1,473,264 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $106M.
iShares Core Dividend Growth ETF made up 0.38% of LPL Financial's portfolio in Q1 2026, its #51 holding.
LPL Financial first reported a position in iShares Core Dividend Growth ETF in Q3 2014 and has held it in 47 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.