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NorthRock Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

NorthRock Partners’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 		$8.45M Buy
120,395
+71,717
+147% +$5.14M 0.14% 93
2025
Q4 		$3.38M Sell
48,678
-19,532
-29% -$1.34M 0.06% 147
2025
Q3 		$4.64M Buy
68,210
+49,570
+266% +$3.28M 0.08% 118
2025
Q2 		$1.19M Buy
18,640
+2,623
+16% +$160K 0.03% 211
2025
Q1 		$990K Buy
16,017
+14,873
+1,300% +$932K 0.03% 209
2024
Q4 		$70.2K Sell
1,144
-2,918
-72% -$184K ﹤0.01% 637
2024
Q3 		$255K Sell
4,062
-628
-13% -$37.9K 0.01% 550
2024
Q2 		$270K Buy
4,690
+212
+5% +$12.1K 0.01% 506
2024
Q1 		$260K Buy
4,478
+522
+13% +$29K 0.01% 519
2023
Q4 		$213K Buy
+3,956
New +$201K 0.01% 532
2022
Q3 		– Sell
-6,552
Closed -$312K – 310
2022
Q2 		$312K Sell
6,552
-1,124
-15% -$56.7K 0.03% 212
2022
Q1 		$410K Sell
7,676
-796
-9% -$42.5K 0.04% 200
2021
Q4 		$471K Buy
+8,472
New +$452K 0.04% 182

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 $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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NorthRock Partners's DGRO Position: Q1 2026 in Review

NorthRock Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 147% in Q1 2026, buying an estimated $5.14M and bringing the position to 120,395 shares worth $8.45M. The position accounts for 0.14% of the portfolio, ranked #93.

NorthRock Partners first reported a position in DGRO in Q4 2021 and has held it in 13 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • NorthRock Partners held 120,395 shares of iShares Core Dividend Growth ETF worth $8.45M as of Q1 2026.
  • NorthRock Partners bought 71,717 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $5.14M.
  • iShares Core Dividend Growth ETF made up 0.14% of NorthRock Partners's portfolio in Q1 2026, its #93 holding.
  • NorthRock Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.