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Mount Yale Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mount Yale 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 		$4.58M Buy
65,276
+61,158
+1,485% +$4.38M 0.11% 201
2025
Q4 		$286K Sell
4,118
-51,159
-93% -$3.52M 0.01% 602
2025
Q3 		$3.76M Buy
55,277
+760
+1% +$50.2K 0.26% 87
2025
Q2 		$3.49M Buy
54,517
+1,898
+4% +$116K 0.27% 73
2025
Q1 		$3.25M Sell
52,619
-19,139
-27% -$1.2M 0.28% 77
2024
Q4 		$4.4M Buy
71,758
+16,596
+30% +$1.05M 0.36% 53
2024
Q3 		$3.46M Buy
55,162
+1,448
+3% +$87.3K 0.33% 70
2024
Q2 		$3.09M Sell
53,714
-34
-0.1% -$1.94K 0.25% 83
2024
Q1 		$3.12M Sell
53,748
-5,881
-10% -$327K 0.24% 91
2023
Q4 		$3.21M Sell
59,629
-10,454
-15% -$530K 0.31% 82
2023
Q3 		$3.47M Buy
70,083
+1,422
+2% +$73.6K 0.38% 59
2023
Q2 		$3.54M Buy
+68,661
New +$3.45M 0.37% 60
2023
Q1 		– Sell
-77,195
Closed -$3.86M – 492
2022
Q4 		$3.86M Buy
+77,195
New +$3.79M 0.44% 62
2022
Q3 		– Sell
-6,212
Closed -$296K – 455
2022
Q2 		$296K Buy
+6,212
New +$313K 0.04% 356
2021
Q1 		– Sell
-14,204
Closed -$637K – 420
2020
Q4 		$637K Buy
+14,204
New +$604K 0.09% 225

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 1-Year Est. Return

Mount Yale Investment Advisors's DGRO Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 1,485% in Q1 2026, buying an estimated $4.38M and bringing the position to 65,276 shares worth $4.58M. The position accounts for 0.11% of the portfolio, ranked #201.

Mount Yale Investment Advisors first reported a position in DGRO in Q4 2020 and has held it in 15 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Mount Yale Investment Advisors held 65,276 shares of iShares Core Dividend Growth ETF worth $4.58M as of Q1 2026.
  • Mount Yale Investment Advisors bought 61,158 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $4.38M.
  • iShares Core Dividend Growth ETF made up 0.11% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #201 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 15 quarters since.
  • 1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.