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Madison Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Madison Wealth Partners’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 		$18.7M Sell
266,466
-381,088
-59% -$27.3M 2.98% 11
2025
Q4 		$45M Buy
647,554
+15,020
+2% +$1.03M 8.2% 2
2025
Q3 		$43.1M Buy
632,534
+15,802
+3% +$1.04M 8.51% 2
2025
Q2 		$39.4M Buy
616,732
+4,706
+0.8% +$287K 8.61% 2
2025
Q1 		$37.8M Sell
612,026
-282,649
-32% -$17.7M 9.33% 2
2024
Q4 		$54.9M Buy
894,675
+50,526
+6% +$3.19M 15.34% 1
2024
Q3 		$52.9M Buy
844,149
+41,346
+5% +$2.49M 15.67% 1
2024
Q2 		$46.2M Buy
802,803
+18,052
+2% +$1.03M 15.86% 1
2024
Q1 		$45.6M Buy
784,751
+14,862
+2% +$825K 16.48% 1
2023
Q4 		$41.4M Buy
769,889
+34,040
+5% +$1.73M 16.43% 1
2023
Q3 		$36.4M Buy
735,849
+75,101
+11% +$3.89M 18.44% 1
2023
Q2 		$34M Buy
660,748
+23,095
+4% +$1.16M 15.91% 2
2023
Q1 		$31.9M Buy
637,653
+9,914
+2% +$498K 16.07% 2
2022
Q4 		$31.4M Buy
627,739
+65,655
+12% +$3.22M 18.32% 1
2022
Q3 		$25M Buy
562,084
+34,493
+7% +$1.7M 16.35% 2
2022
Q2 		$25.1M Buy
527,591
+7,838
+2% +$395K 15.96% 2
2022
Q1 		$27.8M Buy
519,753
+20,938
+4% +$1.12M 15.52% 2
2021
Q4 		$27.7M Buy
498,815
+25,617
+5% +$1.37M 13.94% 2
2021
Q3 		$23.8M Buy
473,198
+30,081
+7% +$1.56M 13.41% 2
2021
Q2 		$22.3M Sell
443,117
-65,357
-13% -$3.28M 12.78% 3
2021
Q1 		$22.8M Sell
508,474
-3,635
-0.7% -$168K 16.03% 2
2020
Q4 		$23M Buy
+512,109
New +$21.8M 15.4% 2

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 1-Year Est. Return

Madison Wealth Partners's DGRO Position: Q1 2026 in Review

Madison Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 59% in Q1 2026, selling an estimated $27.3M and leaving 266,466 shares worth $18.7M. The position accounts for 2.98% of the portfolio, ranked #11.

Madison Wealth Partners first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. The position peaked at $54.9M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Madison Wealth Partners held 266,466 shares of iShares Core Dividend Growth ETF worth $18.7M as of Q1 2026.
  • Madison Wealth Partners sold 381,088 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $27.3M.
  • iShares Core Dividend Growth ETF made up 2.98% of Madison Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • Madison Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's iShares Core Dividend Growth ETF position peaked at $54.9M in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.