Sharp Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sharp Financial Services’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	$236K	Buy	3,361 +139	+4%	+$9.97K	0.12%	106
2025 Q4	$224K	Hold	3,222	–	–	0.11%	107
2025 Q3	$219K	Hold	3,222	–	–	0.12%	99
2025 Q2	$206K	Buy	+3,222	New	+$196K	0.13%	84

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

Sharp Financial Services's DGRO Position: Q1 2026 in Review

Sharp Financial Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.3% in Q1 2026, buying an estimated $9.97K and bringing the position to 3,361 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #106.

Sharp Financial Services 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.

Sharp Financial Services held 3,361 shares of iShares Core Dividend Growth ETF worth $236K as of Q1 2026.
Sharp Financial Services bought 139 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $9.97K.
iShares Core Dividend Growth ETF made up 0.12% of Sharp Financial Services's portfolio in Q1 2026, its #106 holding.
Sharp Financial Services 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 Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.