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Sittner & Nelson’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sittner & Nelson’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 		$11.7K Hold
167
– – ﹤0.01% 422
2025
Q4 		$12.3K Hold
167
– – ﹤0.01% 391
2025
Q3 		$11.4K Hold
167
– – ﹤0.01% 366
2025
Q2 		$10.7K Hold
167
– – ﹤0.01% 374
2025
Q1 		$10.3K Buy
+167
New +$10.5K ﹤0.01% 367

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $45.6B AUM 18.83% 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 $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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sittner & Nelson's DGRO Position: Q1 2026 in Review

Sittner & Nelson held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 167 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Sittner & Nelson first reported a position in DGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.3K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Sittner & Nelson held 167 shares of iShares Core Dividend Growth ETF worth $11.7K as of Q1 2026.
  • Sittner & Nelson left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q1 2026, its #422 holding.
  • Sittner & Nelson first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Sittner & Nelson's iShares Core Dividend Growth ETF position peaked at $12.3K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.