Sterling Manor Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sterling Manor Financial’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	$9.93M	Sell	141,477 -20,462	-13%	-$1.47M	6.21%	6
2025 Q4	$11.2M	Sell	161,939 -1,463	-0.9%	-$101K	7.01%	6
2025 Q3	$11.1M	Sell	163,402 -20,533	-11%	-$1.36M	7.01%	6
2025 Q2	$11.8M	Sell	183,935 -999	-0.5%	-$60.9K	7.84%	5
2025 Q1	$11.4M	Sell	184,934 -139,478	-43%	-$8.74M	8.16%	3
2024 Q4	$19.9M	Sell	324,412 -4,753	-1%	-$300K	13.88%	1
2024 Q3	$20.6M	Sell	329,165 -27,022	-8%	-$1.63M	13.98%	1
2024 Q2	$20.5M	Buy	356,187 +6,767	+2%	+$387K	15.62%	1
2024 Q1	$20.3M	Buy	349,420 +130,728	+60%	+$7.26M	15.23%	1
2023 Q4	$11.8M	Buy	218,692 +5,392	+3%	+$273K	9.96%	3
2023 Q3	$10.6M	Buy	213,300 +20,361	+11%	+$1.05M	9.57%	4
2023 Q2	$9.94M	Buy	+192,939	New	+$9.7M	8.39%	3

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 $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 $570B AUM 27.57% 1-Year Est. Return

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

Sterling Manor Financial's DGRO Position: Q1 2026 in Review

Sterling Manor Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q1 2026, selling an estimated $1.47M and leaving 141,477 shares worth $9.93M. The position accounts for 6.21% of the portfolio, ranked #6.

Sterling Manor Financial first reported a position in DGRO in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.6M in Q3 2024. 1,313 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Sterling Manor Financial held 141,477 shares of iShares Core Dividend Growth ETF worth $9.93M as of Q1 2026.
Sterling Manor Financial sold 20,462 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.47M.
iShares Core Dividend Growth ETF made up 6.21% of Sterling Manor Financial's portfolio in Q1 2026, its #6 holding.
Sterling Manor Financial first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 12 quarters since.
Sterling Manor Financial's iShares Core Dividend Growth ETF position peaked at $20.6M in Q3 2024.
1,313 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.