Prosperity Consulting Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Prosperity Consulting 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	$9.92M	Buy	141,364 +753	+0.5%	+$54K	0.44%	43
2025 Q4	$9.76M	Buy	140,611 +1,543	+1%	+$106K	0.44%	41
2025 Q3	$9.47M	Buy	139,068 +6,055	+5%	+$400K	0.47%	41
2025 Q2	$8.5M	Buy	133,013 +10,042	+8%	+$612K	0.62%	35
2025 Q1	$7.6M	Buy	122,971 +7,803	+7%	+$489K	0.59%	38
2024 Q4	$7.06M	Buy	115,168 +18,743	+19%	+$1.18M	0.53%	40
2024 Q3	$6.04M	Buy	+96,425	New	+$5.81M	0.47%	48

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

Prosperity Consulting Group's DGRO Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.54% in Q1 2026, buying an estimated $54K and bringing the position to 141,364 shares worth $9.92M. The position accounts for 0.44% of the portfolio, ranked #43.

Prosperity Consulting Group first reported a position in DGRO in Q3 2024 and has held it in 7 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Prosperity Consulting Group held 141,364 shares of iShares Core Dividend Growth ETF worth $9.92M as of Q1 2026.
Prosperity Consulting Group bought 753 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $54K.
iShares Core Dividend Growth ETF made up 0.44% of Prosperity Consulting Group's portfolio in Q1 2026, its #43 holding.
Prosperity Consulting Group first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 7 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.