Potentia Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Potentia Wealth’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	$496K	Hold	7,064	–	–	0.19%	57
2025 Q4	$490K	Hold	7,064	–	–	0.18%	57
2025 Q3	$481K	Hold	7,064	–	–	0.18%	62
2025 Q2	$452K	Hold	7,064	–	–	0.26%	48
2025 Q1	$436K	Hold	7,064	–	–	0.2%	62
2024 Q4	$433K	Buy	+7,064	New	+$446K	0.19%	65

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 $424B AUM 22.96% 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

Potentia Wealth's DGRO Position: Q1 2026 in Review

Potentia Wealth held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 7,064 shares worth $496K. The position accounts for 0.19% of the portfolio, ranked #57.

Potentia Wealth first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. 1,312 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Potentia Wealth held 7,064 shares of iShares Core Dividend Growth ETF worth $496K as of Q1 2026.
Potentia Wealth left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.19% of Potentia Wealth's portfolio in Q1 2026, its #57 holding.
Potentia Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,312 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.