River Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

River Wealth 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	$856K	Hold	12,195	–	–	0.1%	117
2025 Q4	$847K	Sell	12,195 -1,007	-8%	-$69.2K	0.09%	118
2025 Q3	$899K	Buy	13,202 +5,102	+63%	+$337K	0.11%	119
2025 Q2	$518K	Sell	8,100 -250	-3%	-$15.2K	0.06%	151
2025 Q1	$516K	Sell	8,350 -350	-4%	-$21.9K	0.07%	147
2024 Q4	$534K	Sell	8,700 -559	-6%	-$35.3K	0.07%	149
2024 Q3	$580K	Sell	9,259 -800	-8%	-$48.2K	0.08%	141
2024 Q2	$579K	Buy	10,059 +1,480	+17%	+$84.5K	0.08%	132
2024 Q1	$498K	Hold	8,579	–	–	0.07%	142
2023 Q4	$462K	Buy	+8,579	New	+$435K	0.07%	146

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

River Wealth Advisors's DGRO Position: Q1 2026 in Review

River Wealth Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 12,195 shares worth $856K. The position accounts for 0.1% of the portfolio, ranked #117.

River Wealth Advisors first reported a position in DGRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $899K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

River Wealth Advisors held 12,195 shares of iShares Core Dividend Growth ETF worth $856K as of Q1 2026.
River Wealth Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.1% of River Wealth Advisors's portfolio in Q1 2026, its #117 holding.
River Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
River Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $899K in Q3 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.