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Redwood Financial Network’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Redwood Financial Network’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 		$579K Sell
8,250
-313
-4% -$22.4K 0.38% 73
2025
Q4 		$594K Sell
8,563
-1,195
-12% -$82.2K 0.38% 79
2025
Q3 		$664K Sell
9,758
-361
-4% -$23.9K 0.42% 65
2025
Q2 		$647K Sell
10,119
-487
-5% -$29.7K 0.44% 61
2025
Q1 		$655K Sell
10,606
-50
-0.5% -$3.13K 0.5% 55
2024
Q4 		$654K Sell
10,656
-382
-3% -$24.1K 0.49% 55
2024
Q3 		$692K Sell
11,038
-442
-4% -$26.6K 0.54% 51
2024
Q2 		$661K Sell
11,480
-2,330
-17% -$133K 0.56% 51
2024
Q1 		$802K Sell
13,810
-4,754
-26% -$264K 0.7% 42
2023
Q4 		$999K Sell
18,564
-4,491
-19% -$228K 0.97% 30
2023
Q3 		$1.14M Sell
23,055
-3,121
-12% -$162K 1.21% 21
2023
Q2 		$1.35M Buy
26,176
+520
+2% +$26.2K 1.26% 18
2023
Q1 		$1.28M Sell
25,656
-1,208
-4% -$60.7K 1.3% 18
2022
Q4 		$1.34M Buy
26,864
+1,689
+7% +$82.9K 1.53% 13
2022
Q3 		$1.12M Buy
25,175
+224
+0.9% +$11K 1.28% 20
2022
Q2 		$1.19M Buy
24,951
+122
+0.5% +$6.15K 1.3% 19
2022
Q1 		$1.33M Buy
+24,829
New +$1.33M 1.23% 18

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Redwood Financial Network's DGRO Position: Q1 2026 in Review

Redwood Financial Network reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.7% in Q1 2026, selling an estimated $22.4K and leaving 8,250 shares worth $579K. The position accounts for 0.38% of the portfolio, ranked #73.

Redwood Financial Network first reported a position in DGRO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.35M in Q2 2023. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Redwood Financial Network held 8,250 shares of iShares Core Dividend Growth ETF worth $579K as of Q1 2026.
  • Redwood Financial Network sold 313 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $22.4K.
  • iShares Core Dividend Growth ETF made up 0.38% of Redwood Financial Network's portfolio in Q1 2026, its #73 holding.
  • Redwood Financial Network first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's iShares Core Dividend Growth ETF position peaked at $1.35M in Q2 2023.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.