Rosenblum Silverman Sutton’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Rosenblum Silverman Sutton’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	$3.26M	Buy	46,449 +1,210	+3%	+$86.8K	0.85%	30
2025 Q4	$3.14M	Sell	45,239 -1,875	-4%	-$129K	0.73%	31
2025 Q3	$3.21M	Hold	47,114	–	–	0.73%	33
2025 Q2	$3.01M	Buy	47,114 +57	+0.1%	+$3.48K	0.73%	33
2025 Q1	$2.91M	Sell	47,057 -215	-0.5%	-$13.5K	0.8%	35
2024 Q4	$2.9M	Sell	47,272 -245	-0.5%	-$15.5K	0.73%	34
2024 Q3	$2.98M	Sell	47,517 -2,485	-5%	-$150K	0.76%	35
2024 Q2	$2.88M	Sell	50,002 -489	-1%	-$27.9K	0.77%	33
2024 Q1	$2.93M	Sell	50,491 -1,794	-3%	-$99.6K	0.83%	33
2023 Q4	$2.81M	Sell	52,285 -5,715	-10%	-$290K	0.9%	36
2023 Q3	$2.87M	Sell	58,000 -550	-0.9%	-$28.5K	0.98%	38
2023 Q2	$3.02M	Buy	58,550 +3,585	+7%	+$180K	1%	37
2023 Q1	$2.75M	Buy	54,965 +255	+0.5%	+$12.8K	1%	37
2022 Q4	$2.74M	Sell	54,710 -2,045	-4%	-$100K	1%	39
2022 Q3	$2.52M	Sell	56,755 -6,875	-11%	-$338K	0.91%	39
2022 Q2	$3.03M	Buy	63,630 +2,752	+5%	+$139K	0.99%	37
2022 Q1	$3.25M	Buy	60,878 +7,043	+13%	+$376K	0.83%	39
2021 Q4	$2.99M	Buy	53,835 +6,445	+14%	+$344K	0.67%	41
2021 Q3	$2.38M	Sell	47,390 -2,215	-4%	-$115K	0.54%	42
2021 Q2	$2.5M	Buy	49,605 +2,944	+6%	+$148K	0.56%	42
2021 Q1	$2.25M	Buy	46,661 +6,182	+15%	+$286K	0.58%	41
2020 Q4	$1.81M	Buy	40,479 +1,025	+3%	+$43.6K	0.47%	41
2020 Q3	$1.57M	Buy	+39,454	New	+$1.57M	0.44%	41

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

Rosenblum Silverman Sutton's DGRO Position: Q1 2026 in Review

Rosenblum Silverman Sutton increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.7% in Q1 2026, buying an estimated $86.8K and bringing the position to 46,449 shares worth $3.26M. The position accounts for 0.85% of the portfolio, ranked #30.

Rosenblum Silverman Sutton first reported a position in DGRO in Q3 2020 and has held it in 23 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Rosenblum Silverman Sutton held 46,449 shares of iShares Core Dividend Growth ETF worth $3.26M as of Q1 2026.
Rosenblum Silverman Sutton bought 1,210 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $86.8K.
iShares Core Dividend Growth ETF made up 0.85% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #30 holding.
Rosenblum Silverman Sutton first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 23 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.