Moneta Group Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Moneta Group Investment 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	$2.71M	Buy	38,622 +6,054	+19%	+$434K	0.02%	236
2025 Q4	$2.26M	Buy	32,568 +3,562	+12%	+$245K	0.02%	255
2025 Q3	$1.97M	Buy	29,006 +6,521	+29%	+$431K	0.02%	264
2025 Q2	$1.44M	Sell	22,485 -756	-3%	-$46.1K	0.02%	262
2025 Q1	$1.44M	Sell	23,241 -2,678	-10%	-$168K	0.02%	248
2024 Q4	$1.59M	Buy	25,919 +401	+2%	+$25.3K	0.02%	232
2024 Q3	$1.6M	Buy	25,518 +3,171	+14%	+$191K	0.02%	223
2024 Q2	$1.29M	Sell	22,347 -3,506	-14%	-$200K	0.02%	241
2024 Q1	$1.5M	Buy	25,853 +9,626	+59%	+$534K	0.02%	219
2023 Q4	$873K	Sell	16,227 -1,718	-10%	-$87.1K	0.02%	257
2023 Q3	$889K	Sell	17,945 -11,169	-38%	-$578K	0.02%	232
2023 Q2	$1.5M	Sell	29,114 -44,548	-60%	-$2.24M	0.03%	193
2023 Q1	$3.68M	Sell	73,662 -54,087	-42%	-$2.72M	0.09%	119
2022 Q4	$6.56M	Buy	127,749 +109,489	+600%	+$5.37M	0.18%	83
2022 Q3	$812K	Sell	18,260 -3,381	-16%	-$166K	0.03%	207
2022 Q2	$1.03M	Buy	21,641 +334	+2%	+$16.8K	0.04%	203
2022 Q1	$1.14M	Sell	21,307 -1,111	-5%	-$59.3K	0.04%	184
2021 Q4	$1.25M	Sell	22,418 -3,299	-13%	-$176K	0.05%	177
2021 Q3	$1.29M	Sell	25,717 -693	-3%	-$35.9K	0.06%	165
2021 Q2	$1.33M	Buy	26,410 +120	+0.5%	+$6.02K	0.06%	168
2021 Q1	$1.27M	Buy	26,290 +208	+0.8%	+$9.62K	0.07%	154
2020 Q4	$1.17M	Buy	26,082 +372	+1%	+$15.8K	0.08%	132
2020 Q3	$1.02M	Sell	25,710 -247	-1%	-$9.81K	0.09%	120
2020 Q2	$976K	Buy	25,957 +5,184	+25%	+$188K	0.09%	114
2020 Q1	$677K	Buy	+20,773	New	+$813K	0.07%	131
2018 Q2	–	Sell	-2,000	Closed	-$68K	–	446
2018 Q1	$68K	Hold	2,000	–	–	0.01%	296
2017 Q4	$70K	Buy	+2,000	New	+$67.5K	0.01%	261

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

Moneta Group Investment Advisors's DGRO Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q1 2026, buying an estimated $434K and bringing the position to 38,622 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #236.

Moneta Group Investment Advisors first reported a position in DGRO in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.56M in Q4 2022. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Moneta Group Investment Advisors held 38,622 shares of iShares Core Dividend Growth ETF worth $2.71M as of Q1 2026.
Moneta Group Investment Advisors bought 6,054 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $434K.
iShares Core Dividend Growth ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #236 holding.
Moneta Group Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 27 quarters since.
Moneta Group Investment Advisors's iShares Core Dividend Growth ETF position peaked at $6.56M in Q4 2022.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.