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

Rialto 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 		$18.7K Hold
267
– – ﹤0.01% 392
2025
Q4 		$18.5K Sell
267
-88
-25% -$6.05K ﹤0.01% 372
2025
Q3 		$24.2K Sell
355
-122
-26% -$8.06K 0.01% 335
2025
Q2 		$30.5K Hold
477
– – 0.01% 307
2025
Q1 		$29.5K Sell
477
-57
-11% -$3.57K 0.01% 305
2024
Q4 		$32.8K Buy
+534
New +$33.7K 0.01% 290

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

Rialto Wealth Management's DGRO Position: Q1 2026 in Review

Rialto Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 267 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Rialto Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.8K in Q4 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Rialto Wealth Management held 267 shares of iShares Core Dividend Growth ETF worth $18.7K as of Q1 2026.
  • Rialto Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #392 holding.
  • Rialto Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's iShares Core Dividend Growth ETF position peaked at $32.8K in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.