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Matrix Trust Company’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Matrix Trust Company’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 		– Sell
-18,984
Closed -$1.32M – 203
2025
Q4 		$1.32M Buy
+18,984
New +$1.31M 0.22% 53

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

Matrix Trust Company's DGRO Position: Q1 2026 in Review

Matrix Trust Company sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 18,984 shares — an estimated $1.32M sold.

Matrix Trust Company first reported a position in DGRO in Q4 2025 and held it in 1 quarter. The position peaked at $1.32M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Matrix Trust Company reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Matrix Trust Company sold 18,984 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.32M.
  • Matrix Trust Company first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and held it in 1 quarter.
  • Matrix Trust Company's iShares Core Dividend Growth ETF position peaked at $1.32M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Matrix Trust Company's 13F filing for Q1 2026, filed 10 Apr 2026.