Mowery & Schoenfeld Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mowery & Schoenfeld 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	–	Sell	-422	Closed	-$29.3K	–	392
2025 Q4	$29.3K	Hold	422	–	–	0.04%	174
2025 Q3	$28.7K	Hold	422	–	–	0.05%	151
2025 Q2	$27K	Hold	422	–	–	0.04%	158
2025 Q1	$26.1K	Sell	422 -664	-61%	-$41.6K	0.05%	183
2024 Q4	$66.6K	Sell	1,086 -1,502	-58%	-$94.8K	0.13%	95
2024 Q3	$162K	Buy	2,588 +244	+10%	+$14.7K	0.26%	45
2024 Q2	$135K	Buy	2,344 +1,382	+144%	+$78.9K	0.19%	52
2024 Q1	$55.9K	Sell	962 -632	-40%	-$35.1K	0.11%	71
2023 Q4	$85.8K	Buy	+1,594	New	+$80.8K	0.17%	61

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DGRO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 422 shares — an estimated $29.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DGRO in Q4 2023 and held it in 9 quarters. The position peaked at $162K in Q3 2024. 1,325 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 422 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $29.3K.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 9 quarters.
Mowery & Schoenfeld Wealth Management's iShares Core Dividend Growth ETF position peaked at $162K in Q3 2024.
1,325 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.