Stillwater Wealth Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stillwater Wealth Management Group’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	$5.78M	Buy	82,297 +7,906	+11%	+$567K	3.57%	3
2025 Q4	$5.16M	Buy	74,391 +3,445	+5%	+$237K	3.5%	7
2025 Q3	$4.83M	Buy	+70,946	New	+$4.69M	3.38%	7
2025 Q1	$4.18M	Buy	67,580 +12,637	+23%	+$792K	3.62%	3
2024 Q4	$3.37M	Buy	+54,943	New	+$3.47M	3.03%	7

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 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 $52B AUM 24.53% 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

Stillwater Wealth Management Group's DGRO Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q1 2026, buying an estimated $567K and bringing the position to 82,297 shares worth $5.78M. The position accounts for 3.57% of the portfolio, ranked #3.

Stillwater Wealth Management Group first reported a position in DGRO in Q4 2024 and has held it in 5 quarters since. 1,314 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Stillwater Wealth Management Group held 82,297 shares of iShares Core Dividend Growth ETF worth $5.78M as of Q1 2026.
Stillwater Wealth Management Group bought 7,906 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $567K.
iShares Core Dividend Growth ETF made up 3.57% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #3 holding.
Stillwater Wealth Management Group first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 5 quarters since.
1,314 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.