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

Michels Family 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	$637K	Sell	9,079 -81	-0.9%	-$5.81K	0.46%	71
2025 Q4	$636K	Sell	9,160 -97	-1%	-$6.67K	0.47%	69
2025 Q3	$630K	Sell	9,257 -52	-0.6%	-$3.44K	0.49%	65
2025 Q2	$595K	Sell	9,309 -84	-0.9%	-$5.12K	0.51%	68
2025 Q1	$580K	Sell	9,393 -154	-2%	-$9.65K	0.52%	64
2024 Q4	$586K	Buy	+9,547	New	+$602K	0.54%	65

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

Michels Family Financial's DGRO Position: Q1 2026 in Review

Michels Family Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.88% in Q1 2026, selling an estimated $5.81K and leaving 9,079 shares worth $637K. The position accounts for 0.46% of the portfolio, ranked #71.

Michels Family Financial first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Michels Family Financial held 9,079 shares of iShares Core Dividend Growth ETF worth $637K as of Q1 2026.
Michels Family Financial sold 81 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $5.81K.
iShares Core Dividend Growth ETF made up 0.46% of Michels Family Financial's portfolio in Q1 2026, its #71 holding.
Michels Family Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.