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

Sowell 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 		– Sell
-7,776
Closed -$540K – 1137
2025
Q4 		$540K Sell
7,776
-536
-6% -$36.9K 0.02% 618
2025
Q3 		$566K Sell
8,312
-1,759
-17% -$116K 0.02% 601
2025
Q2 		$644K Buy
10,071
+92
+0.9% +$5.61K 0.03% 544
2025
Q1 		$616K Sell
9,979
-250
-2% -$15.7K 0.03% 533
2024
Q4 		$627K Sell
10,229
-3,626
-26% -$229K 0.03% 385
2024
Q3 		$869K Buy
13,855
+2,384
+21% +$144K 0.04% 360
2024
Q2 		$661K Buy
11,471
+584
+5% +$33.4K 0.03% 397
2024
Q1 		$632K Sell
10,887
-749
-6% -$41.6K 0.03% 417
2023
Q4 		$626K Sell
11,636
-5,030
-30% -$255K 0.03% 403
2023
Q3 		$832K Sell
16,666
-2,161
-11% -$112K 0.05% 328
2023
Q2 		$970K Buy
18,827
+10,646
+130% +$535K 0.05% 364
2023
Q1 		$409K Sell
8,181
-7,240
-47% -$364K 0.03% 488
2022
Q4 		$771K Buy
+15,421
New +$757K 0.05% 356
2022
Q1 		– Sell
-30,709
Closed -$1.71M – 230
2021
Q4 		$1.71M Buy
30,709
+582
+2% +$31.1K 0.1% 226
2021
Q3 		$1.51M Buy
30,127
+2,988
+11% +$155K 0.1% 224
2021
Q2 		$1.37M Sell
27,139
-12,587
-32% -$632K 0.09% 249
2021
Q1 		$2.02M Buy
39,726
+20,137
+103% +$931K 0.07% 242
2020
Q4 		$878K Buy
19,589
+5,379
+38% +$229K 0.04% 360
2020
Q3 		$565K Sell
14,210
-472
-3% -$18.8K 0.03% 439
2020
Q2 		$552K Buy
14,682
+5,963
+68% +$217K 0.03% 427
2020
Q1 		$284K Buy
8,719
+6,315
+263% +$247K 0.02% 563
2019
Q4 		$101K Sell
2,404
-11,557
-83% -$467K 0.01% 916
2019
Q3 		$546K Buy
+13,961
New +$538K 0.05% 397
2019
Q1 		$619K Buy
16,837
+2,576
+18% +$91.6K 0.07% 278
2018
Q4 		$473K Buy
+14,261
New +$501K 0.07% 284
2018
Q3 		– Sell
-12,797
Closed -$461K – 381
2018
Q2 		$461K Buy
12,797
+3,781
+42% +$130K 0.1% 180
2018
Q1 		$302K Buy
+9,016
New +$318K 0.08% 214

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sowell Financial Services sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 7,776 shares — an estimated $540K sold.

Sowell Financial Services first reported a position in DGRO in Q1 2018 and held it in 27 quarters. The position peaked at $2.02M in Q1 2021. 1,319 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Sowell Financial Services reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 7,776 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $540K.
  • Sowell Financial Services first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and held it in 27 quarters.
  • Sowell Financial Services's iShares Core Dividend Growth ETF position peaked at $2.02M in Q1 2021.
  • 1,319 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.