Root Financial Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Root Financial Partners’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	$816K	Sell	11,632 -1,873	-14%	-$134K	0.04%	116
2025 Q4	$938K	Buy	13,505 +1,772	+15%	+$122K	0.05%	103
2025 Q3	$799K	Buy	11,733 +8,117	+224%	+$536K	0.05%	97
2025 Q2	$231K	Buy	+3,616	New	+$220K	0.02%	224
2025 Q1	–	Sell	-5,554	Closed	-$341K	–	214
2024 Q4	$341K	Buy	+5,554	New	+$350K	0.04%	143

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

Root Financial Partners's DGRO Position: Q1 2026 in Review

Root Financial Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 14% in Q1 2026, selling an estimated $134K and leaving 11,632 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #116.

Root Financial Partners first reported a position in DGRO in Q4 2024 and has held it in 5 quarters since. The position peaked at $938K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Root Financial Partners held 11,632 shares of iShares Core Dividend Growth ETF worth $816K as of Q1 2026.
Root Financial Partners sold 1,873 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $134K.
iShares Core Dividend Growth ETF made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #116 holding.
Root Financial Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 5 quarters since.
Root Financial Partners's iShares Core Dividend Growth ETF position peaked at $938K in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.