Mission Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mission Wealth Management’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	$1.32M	Sell	18,822 -2,877	-13%	-$206K	0.03%	278
2025 Q4	$1.51M	Sell	21,699 -1,314	-6%	-$90.4K	0.03%	258
2025 Q3	$1.57M	Sell	23,013 -17,109	-43%	-$1.13M	0.03%	247
2025 Q2	$2.57M	Buy	40,122 +29,421	+275%	+$1.79M	0.05%	184
2025 Q1	$661K	Buy	10,701 +635	+6%	+$39.8K	0.02%	392
2024 Q4	$617K	Buy	10,066 +1,163	+13%	+$73.4K	0.01%	382
2024 Q3	$558K	Buy	8,903 +538	+6%	+$32.4K	0.01%	409
2024 Q2	$482K	Hold	8,365	–	–	0.01%	417
2024 Q1	$486K	Sell	8,365 -2,337	-22%	-$130K	0.01%	437
2023 Q4	$576K	Buy	10,702 +6,101	+133%	+$309K	0.02%	341
2023 Q3	$228K	Hold	4,601	–	–	0.01%	497
2023 Q2	$237K	Buy	+4,601	New	+$231K	0.01%	486
2022 Q4	–	Sell	-15,275	Closed	-$679K	–	529
2022 Q3	$679K	Buy	15,275 +55	+0.4%	+$2.71K	0.04%	248
2022 Q2	$725K	Buy	+15,220	New	+$767K	0.04%	245

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

Mission Wealth Management's DGRO Position: Q1 2026 in Review

Mission Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q1 2026, selling an estimated $206K and leaving 18,822 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #278.

Mission Wealth Management first reported a position in DGRO in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.57M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Mission Wealth Management held 18,822 shares of iShares Core Dividend Growth ETF worth $1.32M as of Q1 2026.
Mission Wealth Management sold 2,877 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $206K.
iShares Core Dividend Growth ETF made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #278 holding.
Mission Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 14 quarters since.
Mission Wealth Management's iShares Core Dividend Growth ETF position peaked at $2.57M in Q2 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.