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

Oxford 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	$953K	Sell	13,573 -1,048	-7%	-$75.1K	0.05%	104
2025 Q4	$1.02M	Hold	14,621	–	–	0.06%	89
2025 Q3	$995K	Hold	14,621	–	–	0.06%	92
2025 Q2	$935K	Hold	14,621	–	–	0.06%	86
2025 Q1	$903K	Sell	14,621 -930	-6%	-$58.3K	0.06%	86
2024 Q4	$954K	Sell	15,551 -631	-4%	-$39.8K	0.06%	98
2024 Q3	$1.01M	Hold	16,182	–	–	0.06%	90
2024 Q2	$932K	Hold	16,182	–	–	0.06%	96
2024 Q1	$940K	Hold	16,182	–	–	0.07%	83
2023 Q4	$871K	Hold	16,182	–	–	0.06%	92
2023 Q3	$802K	Sell	16,182 -1,149	-7%	-$59.5K	0.07%	89
2023 Q2	$893K	Sell	17,331 -1,524	-8%	-$76.7K	0.08%	80
2023 Q1	$943K	Buy	18,855 +1,339	+8%	+$67.2K	0.11%	70
2022 Q4	$876K	Buy	17,516 +348	+2%	+$17.1K	0.1%	76
2022 Q3	$763K	Hold	17,168	–	–	0.11%	75
2022 Q2	$818K	Sell	17,168 -4,045	-19%	-$204K	0.12%	76
2022 Q1	$1.13M	Buy	21,213 +16,832	+384%	+$899K	0.14%	67
2021 Q4	$243K	Buy	+4,381	New	+$234K	0.03%	179

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

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

Oxford Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 7.2% in Q1 2026, selling an estimated $75.1K and leaving 13,573 shares worth $953K. The position accounts for 0.05% of the portfolio, ranked #104.

Oxford Financial Group first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.13M in Q1 2022. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Oxford Financial Group held 13,573 shares of iShares Core Dividend Growth ETF worth $953K as of Q1 2026.
Oxford Financial Group sold 1,048 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $75.1K.
iShares Core Dividend Growth ETF made up 0.05% of Oxford Financial Group's portfolio in Q1 2026, its #104 holding.
Oxford Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
Oxford Financial Group's iShares Core Dividend Growth ETF position peaked at $1.13M in Q1 2022.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.