Premier Path Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Premier Path Wealth Partners’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	$9.86M	Sell	140,535 -20,965	-13%	-$1.5M	1.29%	11
2025 Q4	$11.2M	Sell	161,500 -11,338	-7%	-$780K	1.45%	10
2025 Q3	$11.8M	Sell	172,838 -526	-0.3%	-$34.8K	1.51%	9
2025 Q2	$11.1M	Buy	173,364 +5,528	+3%	+$337K	1.54%	9
2025 Q1	$10.4M	Buy	167,836 +3,328	+2%	+$209K	1.61%	8
2024 Q4	$10.1M	Buy	164,508 +5,759	+4%	+$363K	1.54%	9
2024 Q3	$9.95M	Buy	158,749 +667	+0.4%	+$40.2K	1.57%	9
2024 Q2	$9.11M	Buy	158,082 +9,996	+7%	+$571K	1.55%	9
2024 Q1	$8.6M	Buy	148,086 +23,609	+19%	+$1.31M	1.62%	9
2023 Q4	$6.79M	Buy	+124,477	New	+$6.31M	1.5%	9

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

Premier Path Wealth Partners's DGRO Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q1 2026, selling an estimated $1.5M and leaving 140,535 shares worth $9.86M. The position accounts for 1.29% of the portfolio, ranked #11.

Premier Path Wealth Partners first reported a position in DGRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.8M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Premier Path Wealth Partners held 140,535 shares of iShares Core Dividend Growth ETF worth $9.86M as of Q1 2026.
Premier Path Wealth Partners sold 20,965 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.5M.
iShares Core Dividend Growth ETF made up 1.29% of Premier Path Wealth Partners's portfolio in Q1 2026, its #11 holding.
Premier Path Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's iShares Core Dividend Growth ETF position peaked at $11.8M in Q3 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.