Simplex Trading’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Simplex Trading’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	–	Sell	-90	Closed	-$6.25K	–	9284
2025 Q4	$6.25K	Buy	+90	New	+$6.19K	﹤0.01%	7298
2024 Q4	–	Sell	-1,680	Closed	-$105K	–	8710
2024 Q3	$105K	Buy	+1,680	New	+$101K	﹤0.01%	5179
2021 Q4	–	Sell	-772	Closed	-$39K	–	10639
2021 Q3	$39K	Sell	772 -100	-11%	-$5.18K	﹤0.01%	7813
2021 Q2	$43K	Buy	872 +23	+3%	+$1.15K	﹤0.01%	7822
2021 Q1	$40K	Buy	+849	New	+$39.2K	﹤0.01%	6851
2020 Q2	–	Sell	-536	Closed	-$17K	–	7726
2020 Q1	$17K	Sell	536 -1,555	-74%	-$60.8K	﹤0.01%	6081
2019 Q4	$87K	Sell	2,091 -210	-9%	-$8.49K	﹤0.01%	4650
2019 Q3	$90K	Buy	2,301 +1,800	+359%	+$69.3K	﹤0.01%	4433
2019 Q2	$19K	Buy	501 +129	+35%	+$4.83K	﹤0.01%	5632
2019 Q1	$13K	Buy	372 +201	+118%	+$7.15K	﹤0.01%	5985
2018 Q4	$5K	Buy	+171	New	+$6.01K	﹤0.01%	6195

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Simplex Trading's DGRO Position: Q1 2026 in Review

Simplex Trading sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 90 shares — an estimated $6.25K sold.

Simplex Trading first reported a position in DGRO in Q4 2018 and held it in 11 quarters. The position peaked at $105K in Q3 2024. 1,321 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Simplex Trading reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
Simplex Trading sold 90 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $6.25K.
Simplex Trading first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and held it in 11 quarters.
Simplex Trading's iShares Core Dividend Growth ETF position peaked at $105K in Q3 2024.
1,321 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.