Steward Partners Investment Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.8M | Buy |
695,460
+27,603
| +4% | +$1.98M | 0.25% | 71 |
|
|
2025
Q4 | $46.4M | Buy |
667,857
+9,943
| +2% | +$684K | 0.25% | 74 |
|
|
2025
Q3 | $44.8M | Sell |
657,914
-7,523
| -1% | -$497K | 0.26% | 75 |
|
|
2025
Q2 | $42.5M | Buy |
665,437
+5,334
| +0.8% | +$325K | 0.33% | 55 |
|
|
2025
Q1 | $40.8M | Buy |
660,103
+10,550
| +2% | +$661K | 0.36% | 53 |
|
|
2024
Q4 | $39.8M | Buy |
649,553
+24,956
| +4% | +$1.57M | 0.35% | 53 |
|
|
2024
Q3 | $39.2M | Sell |
624,597
-10,022
| -2% | -$604K | 0.36% | 53 |
|
|
2024
Q2 | $36.6M | Sell |
634,619
-163,119
| -20% | -$9.32M | 0.39% | 50 |
|
|
2024
Q1 | $46.3M | Sell |
797,738
-45,827
| -5% | -$2.54M | 0.51% | 39 |
|
|
2023
Q4 | $45.4M | Buy |
843,565
+13,518
| +2% | +$685K | 0.61% | 23 |
|
|
2023
Q3 | $41.1M | Sell |
830,047
-8,752
| -1% | -$453K | 0.63% | 25 |
|
|
2023
Q2 | $43.2M | Sell |
838,799
-72
| -0% | -$3.62K | 0.65% | 24 |
|
|
2023
Q1 | $41.9M | Buy |
838,871
+42,562
| +5% | +$2.14M | 0.67% | 21 |
|
|
2022
Q4 | $39.8M | Sell |
796,309
-30,892
| -4% | -$1.52M | 0.68% | 22 |
|
|
2022
Q3 | $36.8M | Buy |
827,201
+29,880
| +4% | +$1.47M | 0.69% | 19 |
|
|
2022
Q2 | $38M | Sell |
797,321
-79,554
| -9% | -$4.01M | 0.7% | 17 |
|
|
2022
Q1 | $46.8M | Buy |
876,875
+1,666
| +0.2% | +$89K | 0.72% | 19 |
|
|
2021
Q4 | $48.6M | Buy |
875,209
+37,486
| +4% | +$2M | 0.74% | 18 |
|
|
2021
Q3 | $42.1M | Buy |
837,723
+24,496
| +3% | +$1.27M | 0.72% | 18 |
|
|
2021
Q2 | $41M | Sell |
813,227
-5,481
| -0.7% | -$275K | 0.69% | 17 |
|
|
2021
Q1 | $39.5M | Sell |
818,708
-1,457
| -0.2% | -$67.4K | 0.69% | 20 |
|
|
2020
Q4 | $36.8M | Sell |
820,165
-49,884
| -6% | -$2.12M | 0.8% | 16 |
|
|
2020
Q3 | $34.6M | Buy |
870,049
+9,195
| +1% | +$365K | 0.87% | 13 |
|
|
2020
Q2 | $32.4M | Buy |
860,854
+251,256
| +41% | +$9.13M | 0.92% | 13 |
|
|
2020
Q1 | $19.9M | Buy |
609,598
+82,954
| +16% | +$3.24M | 0.73% | 26 |
|
|
2019
Q4 | $22.2M | Buy |
526,644
+455,775
| +643% | +$18.4M | 0.65% | 31 |
|
|
2019
Q3 | $2.77M | Buy |
70,869
+11,637
| +20% | +$448K | 0.09% | 222 |
|
|
2019
Q2 | $2.26M | Buy |
59,232
+47,741
| +415% | +$1.79M | 0.08% | 241 |
|
|
2019
Q1 | $422K | Sell |
11,491
-100,463
| -90% | -$3.57M | 0.02% | 554 |
|
|
2018
Q4 | $3.71M | Buy |
111,954
+105,135
| +1,542% | +$3.7M | 0.18% | 129 |
|
|
2018
Q3 | $253K | Buy |
6,819
+435
| +7% | +$15.8K | 0.01% | 664 |
|
|
2018
Q2 | $219K | Buy |
6,384
+3,319
| +108% | +$114K | 0.01% | 635 |
|
|
2018
Q1 | $103K | Buy |
3,065
+2,850
| +1,326% | +$101K | 0.01% | 767 |
|
|
2017
Q4 | $7K | Buy |
+215
| New | +$7.26K | ﹤0.01% | 1429 |
|
|
2017
Q3 | – | Sell |
-216
| Closed | -$6K | – | 1688 |
|
|
2017
Q2 | $6K | Sell |
216
-12,644
| -98% | -$391K | ﹤0.01% | 1164 |
|
|
2017
Q1 | $391K | Buy |
12,860
+4,315
| +50% | +$129K | 0.06% | 230 |
|
|
2016
Q4 | $246K | Buy |
+8,545
| New | +$240K | 0.11% | 157 |
|
Other funds holding DGRO
CIA
Steward Partners Investment Advisory's DGRO Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.1% in Q1 2026, buying an estimated $1.98M and bringing the position to 695,460 shares worth $48.8M. The position accounts for 0.25% of the portfolio, ranked #71.
Steward Partners Investment Advisory first reported a position in DGRO in Q4 2016 and has held it in 37 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.
- Steward Partners Investment Advisory held 695,460 shares of iShares Core Dividend Growth ETF worth $48.8M as of Q1 2026.
- Steward Partners Investment Advisory bought 27,603 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.98M.
- iShares Core Dividend Growth ETF made up 0.25% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #71 holding.
- Steward Partners Investment Advisory first reported a position in iShares Core Dividend Growth ETF in Q4 2016 and has held it in 37 quarters since.
- 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.