Mutual Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.2M | Buy |
244,406
+6,745
| +3% | +$484K | 0.37% | 41 |
|
|
2025
Q4 | $16.5M | Sell |
237,661
-1,132
| -0.5% | -$77.8K | 0.35% | 40 |
|
|
2025
Q3 | $16.3M | Buy |
238,793
+10,652
| +5% | +$704K | 0.36% | 41 |
|
|
2025
Q2 | $15M | Buy |
228,141
+17,146
| +8% | +$1.05M | 0.37% | 40 |
|
|
2025
Q1 | $12.6M | Buy |
210,995
+2,943
| +1% | +$184K | 0.36% | 44 |
|
|
2024
Q4 | $13M | Sell |
208,052
-26,126
| -11% | -$1.65M | 0.38% | 42 |
|
|
2024
Q3 | $14.7M | Buy |
234,178
+5,517
| +2% | +$333K | 0.43% | 33 |
|
|
2024
Q2 | $13.7M | Sell |
228,661
-31,813
| -12% | -$1.82M | 0.41% | 34 |
|
|
2024
Q1 | $15.1M | Sell |
260,474
-16,029
| -6% | -$890K | 0.49% | 27 |
|
|
2023
Q4 | $14.9M | Sell |
276,503
-20,436
| -7% | -$1.04M | 0.52% | 28 |
|
|
2023
Q3 | $14.7M | Buy |
296,939
+25,635
| +9% | +$1.33M | 0.57% | 25 |
|
|
2023
Q2 | $14M | Buy |
271,304
+22,431
| +9% | +$1.13M | 0.53% | 22 |
|
|
2023
Q1 | $12.4M | Sell |
248,873
-4,182
| -2% | -$210K | 0.51% | 24 |
|
|
2022
Q4 | $12.7M | Buy |
253,055
+35,757
| +16% | +$1.76M | 0.57% | 22 |
|
|
2022
Q3 | $9.66M | Sell |
217,298
-14,218
| -6% | -$700K | 0.5% | 27 |
|
|
2022
Q2 | $11M | Buy |
231,516
+64,829
| +39% | +$3.27M | 0.73% | 15 |
|
|
2022
Q1 | $8.9M | Buy |
166,687
+36,949
| +28% | +$1.97M | 0.5% | 31 |
|
|
2021
Q4 | $7.21M | Buy |
129,738
+4,177
| +3% | +$223K | 0.38% | 51 |
|
|
2021
Q3 | $6.31M | Buy |
125,561
+6,453
| +5% | +$334K | 0.37% | 53 |
|
|
2021
Q2 | $6M | Sell |
119,108
-5,951
| -5% | -$299K | 0.36% | 64 |
|
|
2021
Q1 | $6.04M | Sell |
125,059
-633
| -0.5% | -$29.3K | 0.41% | 54 |
|
|
2020
Q4 | $5.63M | Buy |
125,692
+3,552
| +3% | +$151K | 0.42% | 47 |
|
|
2020
Q3 | $4.86M | Buy |
122,140
+10,297
| +9% | +$409K | 0.42% | 48 |
|
|
2020
Q2 | $4.21M | Buy |
111,843
+25,601
| +30% | +$931K | 0.41% | 53 |
|
|
2020
Q1 | $2.81M | Buy |
86,242
+19,820
| +30% | +$775K | 0.38% | 56 |
|
|
2019
Q4 | $2.79M | Buy |
66,422
+3,862
| +6% | +$156K | 0.3% | 80 |
|
|
2019
Q3 | $2.45M | Buy |
62,560
+6,037
| +11% | +$233K | 0.32% | 73 |
|
|
2019
Q2 | $2.16M | Sell |
56,523
-253,723
| -82% | -$9.51M | 0.28% | 77 |
|
|
2019
Q1 | $11.4M | Buy |
310,246
+262,327
| +547% | +$9.33M | 1.69% | 8 |
|
|
2018
Q4 | $1.59M | Buy |
47,919
+2,011
| +4% | +$70.7K | 0.31% | 75 |
|
|
2018
Q3 | $1.7M | Buy |
45,908
+11,150
| +32% | +$405K | 0.26% | 92 |
|
|
2018
Q2 | $1.19M | Buy |
34,758
+12,265
| +55% | +$422K | 0.27% | 116 |
|
|
2018
Q1 | $763K | Buy |
22,493
+5,688
| +34% | +$201K | 0.19% | 172 |
|
|
2017
Q4 | $584K | Buy |
+16,805
| New | +$567K | 0.22% | 134 |
|
Other funds holding DGRO
CIA
Mutual Advisors's DGRO Position: Q1 2026 in Review
Mutual Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.8% in Q1 2026, buying an estimated $484K and bringing the position to 244,406 shares worth $17.2M. The position accounts for 0.37% of the portfolio, ranked #41.
Mutual Advisors first reported a position in DGRO in Q4 2017 and has held it in 34 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.
- Mutual Advisors held 244,406 shares of iShares Core Dividend Growth ETF worth $17.2M as of Q1 2026.
- Mutual Advisors bought 6,745 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $484K.
- iShares Core Dividend Growth ETF made up 0.37% of Mutual Advisors's portfolio in Q1 2026, its #41 holding.
- Mutual Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 34 quarters since.
- 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.