Rollins Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Rollins Financial 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	$607K	Buy	8,652 +2,165	+33%	+$155K	0.1%	90
2025 Q4	$450K	Buy	6,487 +1,332	+26%	+$91.6K	0.07%	107
2025 Q3	$351K	Buy	5,155 +5	+0.1%	+$330	0.05%	110
2025 Q2	$329K	Buy	+5,150	New	+$314K	0.05%	102

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

Rollins Financial Advisors's DGRO Position: Q1 2026 in Review

Rollins Financial Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 33% in Q1 2026, buying an estimated $155K and bringing the position to 8,652 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #90.

Rollins Financial Advisors first reported a position in DGRO in Q2 2025 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Rollins Financial Advisors held 8,652 shares of iShares Core Dividend Growth ETF worth $607K as of Q1 2026.
Rollins Financial Advisors bought 2,165 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $155K.
iShares Core Dividend Growth ETF made up 0.1% of Rollins Financial Advisors's portfolio in Q1 2026, its #90 holding.
Rollins Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.