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McKinley Carter Wealth Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

McKinley Carter Wealth Services’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 		$2.08M Sell
29,639
-332
-1% -$23.8K 0.12% 119
2025
Q4 		$2.08M Buy
29,971
+69
+0.2% +$4.75K 0.12% 123
2025
Q3 		$2.04M Sell
29,902
-17
-0.1% -$1.12K 0.11% 119
2025
Q2 		$1.91M Buy
29,919
+180
+0.6% +$11K 0.11% 117
2025
Q1 		$1.84M Buy
29,739
+2,391
+9% +$150K 0.11% 116
2024
Q4 		$1.68M Sell
27,348
-2,006
-7% -$127K 0.1% 123
2024
Q3 		$1.84M Sell
29,354
-468
-2% -$28.2K 0.11% 121
2024
Q2 		$1.72M Buy
29,822
+21,687
+267% +$1.24M 0.11% 120
2024
Q1 		$472K Sell
8,135
-82
-1% -$4.55K 0.03% 212
2023
Q4 		$442K Sell
8,217
-1,142
-12% -$57.9K 0.03% 212
2023
Q3 		$464K Sell
9,359
-223
-2% -$11.5K 0.04% 207
2023
Q2 		$494K Sell
9,582
-121
-1% -$6.09K 0.04% 206
2023
Q1 		$485K Sell
9,703
-538
-5% -$27K 0.04% 207
2022
Q4 		$512K Sell
10,241
-102
-1% -$5.01K 0.04% 198
2022
Q3 		$460K Sell
10,343
-956
-8% -$47.1K 0.04% 190
2022
Q2 		$538K Sell
11,299
-733
-6% -$37K 0.05% 188
2022
Q1 		$643K Buy
12,032
+1,386
+13% +$74K 0.05% 180
2021
Q4 		$592K Sell
10,646
-5,670
-35% -$303K 0.04% 177
2021
Q3 		$820K Buy
16,316
+1,645
+11% +$85.2K 0.07% 152
2021
Q2 		$739K Buy
14,671
+9,105
+164% +$457K 0.06% 159
2021
Q1 		$269K Sell
5,566
-17
-0.3% -$786 0.02% 247
2020
Q4 		$250K Buy
+5,583
New +$237K 0.03% 231

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

McKinley Carter Wealth Services's DGRO Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q1 2026, selling an estimated $23.8K and leaving 29,639 shares worth $2.08M. The position accounts for 0.12% of the portfolio, ranked #119.

McKinley Carter Wealth Services first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.08M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • McKinley Carter Wealth Services held 29,639 shares of iShares Core Dividend Growth ETF worth $2.08M as of Q1 2026.
  • McKinley Carter Wealth Services sold 332 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $23.8K.
  • iShares Core Dividend Growth ETF made up 0.12% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #119 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares Core Dividend Growth ETF position peaked at $2.08M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.