Phillips Financial Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Phillips Financial Management’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	$52.7K	Hold	751	–	–	﹤0.01%	231
2025 Q4	$52.1K	Hold	751	–	–	﹤0.01%	245
2025 Q3	$51.1K	Hold	751	–	–	﹤0.01%	250
2025 Q2	$48K	Hold	751	–	–	﹤0.01%	225
2025 Q1	$46.4K	Hold	751	–	–	﹤0.01%	217
2024 Q4	$46.1K	Hold	751	–	–	﹤0.01%	213
2024 Q3	$47.1K	Sell	751 -501	-40%	-$30.2K	﹤0.01%	220
2024 Q2	$72.1K	Buy	1,252 +501	+67%	+$28.6K	0.01%	210
2024 Q1	$43.6K	Hold	751	–	–	﹤0.01%	213
2023 Q4	$40.4K	Hold	751	–	–	﹤0.01%	201
2023 Q3	$37.2K	Buy	+751	New	+$38.9K	﹤0.01%	201
2022 Q4	–	Sell	-181	Closed	-$8K	–	226
2022 Q3	$8K	Buy	+181	New	+$8.91K	﹤0.01%	208

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

Phillips Financial Management's DGRO Position: Q1 2026 in Review

Phillips Financial Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 751 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Phillips Financial Management first reported a position in DGRO in Q3 2022 and has held it in 12 quarters since. The position peaked at $72.1K in Q2 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Phillips Financial Management held 751 shares of iShares Core Dividend Growth ETF worth $52.7K as of Q1 2026.
Phillips Financial Management left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #231 holding.
Phillips Financial Management first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 12 quarters since.
Phillips Financial Management's iShares Core Dividend Growth ETF position peaked at $72.1K in Q2 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.