Quadrant Private Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Quadrant Private Wealth 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	$1.41M	Buy	20,123 +736	+4%	+$52.8K	0.22%	101
2025 Q4	$1.35M	Buy	19,387 +4,120	+27%	+$283K	0.22%	100
2025 Q3	$1.04M	Buy	15,267 +1,650	+12%	+$109K	0.19%	103
2025 Q2	$871K	Sell	13,617 -3,338	-20%	-$204K	0.18%	106
2025 Q1	$1.05M	Buy	16,955 +1,317	+8%	+$82.5K	0.26%	90
2024 Q4	$959K	Sell	15,638 -4,168	-21%	-$263K	0.24%	92
2024 Q3	$1.24M	Buy	19,806 +815	+4%	+$49.1K	0.31%	83
2024 Q2	$1.09M	Buy	18,991 +4,283	+29%	+$245K	0.25%	87
2024 Q1	$854K	Buy	14,708 +407	+3%	+$22.6K	0.22%	97
2023 Q4	$770K	Buy	14,301 +865	+6%	+$43.9K	0.21%	100
2023 Q3	$671K	Sell	13,436 -180	-1%	-$9.32K	0.23%	91
2023 Q2	$702K	Buy	13,616 +3,563	+35%	+$179K	0.2%	106
2023 Q1	$503K	Buy	+10,053	New	+$505K	0.16%	126

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

Quadrant Private Wealth Management's DGRO Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.8% in Q1 2026, buying an estimated $52.8K and bringing the position to 20,123 shares worth $1.41M. The position accounts for 0.22% of the portfolio, ranked #101.

Quadrant Private Wealth Management first reported a position in DGRO in Q1 2023 and has held it in 13 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Quadrant Private Wealth Management held 20,123 shares of iShares Core Dividend Growth ETF worth $1.41M as of Q1 2026.
Quadrant Private Wealth Management bought 736 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $52.8K.
iShares Core Dividend Growth ETF made up 0.22% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #101 holding.
Quadrant Private Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 13 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.