Merkkuri Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Merkkuri Wealth Advisors’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	$565K	Sell	8,055 -22	-0.3%	-$1.58K	0.37%	52
2025 Q4	$561K	Sell	8,077 -4,007	-33%	-$276K	0.38%	54
2025 Q3	$823K	Sell	12,084 -14,232	-54%	-$941K	0.6%	43
2025 Q2	$1.68M	Sell	26,316 -1,711	-6%	-$104K	1.28%	25
2025 Q1	$1.73M	Sell	28,027 -317	-1%	-$19.9K	1.48%	20
2024 Q4	$1.74M	Sell	28,344 -13	-0%	-$820	1.38%	22
2024 Q3	$1.78M	Buy	28,357 +1,153	+4%	+$69.5K	1.4%	21
2024 Q2	$1.57M	Buy	+27,204	New	+$1.55M	1.44%	19

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Merkkuri Wealth Advisors's DGRO Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.27% in Q1 2026, selling an estimated $1.58K and leaving 8,055 shares worth $565K. The position accounts for 0.37% of the portfolio, ranked #52.

Merkkuri Wealth Advisors first reported a position in DGRO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Merkkuri Wealth Advisors held 8,055 shares of iShares Core Dividend Growth ETF worth $565K as of Q1 2026.
Merkkuri Wealth Advisors sold 22 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.58K.
iShares Core Dividend Growth ETF made up 0.37% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Merkkuri Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $1.78M in Q3 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.