Soundwatch Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Soundwatch Capital’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	$503K	Buy	7,171 +1,016	+17%	+$72.8K	0.06%	29
2025 Q4	$427K	Buy	6,155 +883	+17%	+$60.7K	0.07%	29
2025 Q3	$359K	Hold	5,272	–	–	0.06%	26
2025 Q2	$335K	Hold	5,272	–	–	0.06%	122
2025 Q1	$326K	Sell	5,272 -384	-7%	-$24.1K	0.15%	21
2024 Q4	$347K	Buy	5,656 +384	+7%	+$24.2K	0.04%	27
2024 Q3	$331K	Buy	+5,272	New	+$318K	0.05%	25
2024 Q1	–	Sell	-5,272	Closed	-$284K	–	19
2023 Q4	$284K	Hold	5,272	–	–	0.14%	28
2023 Q3	$261K	Buy	+5,272	New	+$273K	0.06%	25

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

Soundwatch Capital's DGRO Position: Q1 2026 in Review

Soundwatch Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q1 2026, buying an estimated $72.8K and bringing the position to 7,171 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #29.

Soundwatch Capital first reported a position in DGRO in Q3 2023 and has held it in 9 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Soundwatch Capital held 7,171 shares of iShares Core Dividend Growth ETF worth $503K as of Q1 2026.
Soundwatch Capital bought 1,016 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $72.8K.
iShares Core Dividend Growth ETF made up 0.06% of Soundwatch Capital's portfolio in Q1 2026, its #29 holding.
Soundwatch Capital first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 9 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.