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Regal Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Regal Investment Advisors’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 		$460K Buy
6,553
+730
+13% +$52.3K 0.03% 450
2025
Q4 		$404K Sell
5,823
-4,747
-45% -$326K 0.02% 459
2025
Q3 		$720K Sell
10,570
-13,958
-57% -$922K 0.05% 320
2025
Q2 		$1.57M Buy
+24,528
New +$1.5M 0.12% 183
2025
Q1 		– Sell
-12,936
Closed -$794K – 469
2024
Q4 		$794K Sell
12,936
-9,071
-41% -$572K 0.06% 254
2024
Q3 		$1.38M Buy
22,007
+15,294
+228% +$922K 0.1% 211
2024
Q2 		$387K Buy
6,713
+8
+0.1% +$457 0.03% 402
2024
Q1 		$389K Sell
6,705
-134
-2% -$7.44K 0.03% 406
2023
Q4 		$368K Sell
6,839
-541
-7% -$27.4K 0.03% 379
2023
Q3 		$366K Buy
7,380
+15
+0.2% +$777 0.03% 352
2023
Q2 		$380K Sell
7,365
-952
-11% -$47.9K 0.03% 343
2023
Q1 		$416K Sell
8,317
-4,571
-35% -$230K 0.04% 316
2022
Q4 		$644K Sell
12,888
-1,813
-12% -$89K 0.06% 236
2022
Q3 		$654K Sell
14,701
-203
-1% -$9.99K 0.07% 227
2022
Q2 		$710K Buy
14,904
+267
+2% +$13.5K 0.07% 232
2022
Q1 		$781K Sell
14,637
-1,072
-7% -$57.2K 0.07% 249
2021
Q4 		$873K Sell
15,709
-297
-2% -$15.8K 0.08% 262
2021
Q3 		$804K Buy
16,006
+6,586
+70% +$341K 0.08% 266
2021
Q2 		$474K Buy
+9,420
New +$473K 0.05% 341
2017
Q3 		– Sell
-8,435
Closed -$264K – 282
2017
Q2 		$264K Buy
8,435
+1,162
+16% +$35.9K 0.07% 224
2017
Q1 		$221K Buy
+7,273
New +$218K 0.06% 241
2015
Q4 		– Sell
-1,160
Closed -$28K – 405
2015
Q3 		$28K Hold
1,160
– – 0.01% 501
2015
Q2 		$29K Buy
+1,160
New +$30.8K 0.01% 509

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 $79.5B AUM 27.1% 1-Year Est. Return

Regal Investment Advisors's DGRO Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q1 2026, buying an estimated $52.3K and bringing the position to 6,553 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #450.

Regal Investment Advisors first reported a position in DGRO in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.57M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Regal Investment Advisors held 6,553 shares of iShares Core Dividend Growth ETF worth $460K as of Q1 2026.
  • Regal Investment Advisors bought 730 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $52.3K.
  • iShares Core Dividend Growth ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #450 holding.
  • Regal Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2015 and has held it in 23 quarters since.
  • Regal Investment Advisors's iShares Core Dividend Growth ETF position peaked at $1.57M in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.