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

Pacific 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 		$5.35M Sell
76,255
-4,818
-6% -$345K 2.88% 10
2025
Q4 		$5.63M Buy
81,073
+8,923
+12% +$614K 3.13% 10
2025
Q3 		$4.91M Sell
72,150
-5,230
-7% -$346K 3.64% 8
2025
Q2 		$4.95M Buy
77,380
+1,015
+1% +$61.9K 3.86% 8
2025
Q1 		$4.72M Sell
76,365
-2,065
-3% -$129K 3.81% 9
2024
Q4 		$4.81M Sell
78,430
-3,742
-5% -$236K 3.57% 9
2024
Q3 		$5.15M Sell
82,172
-14,378
-15% -$867K 3.78% 9
2024
Q2 		$5.56M Sell
96,550
-6,377
-6% -$364K 3.94% 7
2024
Q1 		$5.98M Sell
102,927
-1,561
-1% -$86.7K 4.12% 7
2023
Q4 		$5.62M Sell
104,488
-1,261
-1% -$63.9K 4.19% 9
2023
Q3 		$5.24M Sell
105,749
-1,978
-2% -$102K 3.41% 14
2023
Q2 		$5.55M Sell
107,727
-3,361
-3% -$169K 3.64% 10
2023
Q1 		$5.55M Buy
111,088
+33
+0% +$1.66K 4.18% 10
2022
Q4 		$5.55M Sell
111,055
-4,080
-4% -$200K 4.17% 10
2022
Q3 		$5.12M Sell
115,135
-11,293
-9% -$556K 4.59% 9
2022
Q2 		$6.02M Buy
+126,428
New +$6.37M 4.47% 9

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

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

Pacific Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 5.9% in Q1 2026, selling an estimated $345K and leaving 76,255 shares worth $5.35M. The position accounts for 2.88% of the portfolio, ranked #10.

Pacific Financial Group first reported a position in DGRO in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.02M in Q2 2022. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Pacific Financial Group held 76,255 shares of iShares Core Dividend Growth ETF worth $5.35M as of Q1 2026.
  • Pacific Financial Group sold 4,818 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $345K.
  • iShares Core Dividend Growth ETF made up 2.88% of Pacific Financial Group's portfolio in Q1 2026, its #10 holding.
  • Pacific Financial Group first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Pacific Financial Group's iShares Core Dividend Growth ETF position peaked at $6.02M in Q2 2022.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.