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SHP Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

SHP Wealth Management’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 		$84M Sell
1,196,825
-16,589
-1% -$1.19M 6.34% 3
2025
Q4 		$84.2M Buy
+1,213,414
New +$83.4M 6.55% 2

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SHP Wealth Management's DGRO Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.4% in Q1 2026, selling an estimated $1.19M and leaving 1,196,825 shares worth $84M. The position accounts for 6.34% of the portfolio, ranked #3.

SHP Wealth Management first reported a position in DGRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $84.2M in Q4 2025. 1,313 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • SHP Wealth Management held 1,196,825 shares of iShares Core Dividend Growth ETF worth $84M as of Q1 2026.
  • SHP Wealth Management sold 16,589 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.19M.
  • iShares Core Dividend Growth ETF made up 6.34% of SHP Wealth Management's portfolio in Q1 2026, its #3 holding.
  • SHP Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Core Dividend Growth ETF position peaked at $84.2M in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.