Mosaic Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mosaic Financial 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	$1.17M	Buy	16,706 +10	+0.1%	+$717	0.83%	30
2025 Q4	$1.16M	Buy	16,696 +14	+0.1%	+$963	0.79%	31
2025 Q3	$1.14M	Buy	16,682 +11	+0.1%	+$727	0.81%	33
2025 Q2	$1.07M	Buy	16,671 +10	+0.1%	+$610	0.82%	33
2025 Q1	$1.03M	Buy	16,661 +11	+0.1%	+$689	0.84%	32
2024 Q4	$1.02M	Buy	16,650 +12	+0.1%	+$757	0.73%	34
2024 Q3	$1.04M	Sell	16,638 -1,487	-8%	-$89.6K	0.74%	35
2024 Q2	$1.04M	Sell	18,125 -6,019	-25%	-$344K	0.75%	36
2024 Q1	$1.4M	Buy	+24,144	New	+$1.34M	1.12%	23

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

Mosaic Financial Group's DGRO Position: Q1 2026 in Review

Mosaic Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.06% in Q1 2026, buying an estimated $717 and bringing the position to 16,706 shares worth $1.17M. The position accounts for 0.83% of the portfolio, ranked #30.

Mosaic Financial Group first reported a position in DGRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q1 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Mosaic Financial Group held 16,706 shares of iShares Core Dividend Growth ETF worth $1.17M as of Q1 2026.
Mosaic Financial Group bought 10 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $717.
iShares Core Dividend Growth ETF made up 0.83% of Mosaic Financial Group's portfolio in Q1 2026, its #30 holding.
Mosaic Financial Group first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's iShares Core Dividend Growth ETF position peaked at $1.4M in Q1 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.