Salomon & Ludwin’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Salomon & Ludwin’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	$1.13K	Hold	16	–	–	﹤0.01%	1996
2025 Q4	$1.12K	Hold	16	–	–	﹤0.01%	2054
2025 Q3	$1.1K	Hold	16	–	–	﹤0.01%	2038
2025 Q2	$1.04K	Sell	16 -13	-45%	-$793	﹤0.01%	738
2025 Q1	$1.79K	Hold	29	–	–	﹤0.01%	597
2024 Q4	$1.78K	Hold	29	–	–	﹤0.01%	602
2024 Q3	$1.82K	Hold	29	–	–	﹤0.01%	624
2024 Q2	$1.67K	Sell	29 -50	-63%	-$2.86K	﹤0.01%	622
2024 Q1	$4.59K	Buy	79 +29	+58%	+$1.61K	﹤0.01%	642
2023 Q4	$2.48K	Hold	50	–	–	﹤0.01%	639
2023 Q3	$2.48K	Buy	+50	New	+$2.59K	﹤0.01%	637

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

Salomon & Ludwin's DGRO Position: Q1 2026 in Review

Salomon & Ludwin held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 16 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Salomon & Ludwin first reported a position in DGRO in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.59K in Q1 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Salomon & Ludwin held 16 shares of iShares Core Dividend Growth ETF worth $1.13K as of Q1 2026.
Salomon & Ludwin left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1996 holding.
Salomon & Ludwin first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's iShares Core Dividend Growth ETF position peaked at $4.59K in Q1 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.