Paladin Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-16,077	Closed	-$804K	–	320
2022 Q4	$804K	Buy	16,077 +935	+6%	+$45.9K	0.69%	41
2022 Q3	$673K	Sell	15,142 -187	-1%	-$9.2K	0.61%	41
2022 Q2	$730K	Buy	+15,329	New	+$773K	0.63%	41
2022 Q1	–	Sell	-23,888	Closed	-$1.33M	–	333
2021 Q4	$1.33M	Buy	+23,888	New	+$1.27M	1.08%	29

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 $71.6B AUM 21.08% 1-Year Est. Return

Paladin Advisory Group's DGRO Position: Q1 2026 in Review

Paladin Advisory Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.7% in Q1 2026, selling an estimated $8.03K and leaving 15,789 shares worth $1.11M. The position accounts for 0.84% of the portfolio, ranked #33.

Paladin Advisory Group first reported a position in DGRO in Q1 2022 and has held it in 14 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Paladin Advisory Group held 15,789 shares of iShares Core Dividend Growth ETF worth $1.11M as of Q1 2026.
Paladin Advisory Group sold 112 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $8.03K.
iShares Core Dividend Growth ETF made up 0.84% of Paladin Advisory Group's portfolio in Q1 2026, its #33 holding.
Paladin Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 14 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.