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Milestone Asset Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Milestone Asset Management Group’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 		$3.97M Sell
56,590
-2,437
-4% -$175K 2.32% 12
2025
Q4 		$4.1M Buy
59,027
+6,527
+12% +$449K 2.31% 15
2025
Q3 		$3.57M Buy
52,500
+282
+0.5% +$18.6K 2.25% 13
2025
Q2 		$3.34M Buy
52,218
+3,119
+6% +$190K 2.47% 11
2025
Q1 		$3.03M Buy
49,099
+571
+1% +$35.8K 2.74% 9
2024
Q4 		$2.98M Buy
+48,528
New +$3.06M 2.66% 11

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

Milestone Asset Management Group's DGRO Position: Q1 2026 in Review

Milestone Asset Management Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.1% in Q1 2026, selling an estimated $175K and leaving 56,590 shares worth $3.97M. The position accounts for 2.32% of the portfolio, ranked #12.

Milestone Asset Management Group first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.1M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Milestone Asset Management Group held 56,590 shares of iShares Core Dividend Growth ETF worth $3.97M as of Q1 2026.
  • Milestone Asset Management Group sold 2,437 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $175K.
  • iShares Core Dividend Growth ETF made up 2.32% of Milestone Asset Management Group's portfolio in Q1 2026, its #12 holding.
  • Milestone Asset Management Group first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's iShares Core Dividend Growth ETF position peaked at $4.1M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.