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StoneX Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

StoneX 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 		$649K Sell
9,242
-17,261
-65% -$1.24M 0.03% 352
2025
Q4 		$1.85M Buy
26,503
+6
+0% +$413 0.08% 197
2025
Q3 		$1.8M Sell
26,497
-698
-3% -$46.1K 0.08% 213
2025
Q2 		$1.74M Sell
27,195
-654
-2% -$39.9K 0.08% 208
2025
Q1 		$1.72M Sell
27,849
-22,037
-44% -$1.38M 0.09% 196
2024
Q4 		$3.06M Buy
+49,886
New +$3.15M 0.17% 115
2023
Q1 		– Sell
-42,146
Closed -$2.11M – 498
2022
Q4 		$2.11M Buy
42,146
+2,718
+7% +$133K 0.31% 51
2022
Q3 		$1.75M Buy
39,428
+7,110
+22% +$350K 0.33% 56
2022
Q2 		$1.54M Buy
32,318
+11,233
+53% +$566K 0.25% 71
2022
Q1 		$1.13M Buy
21,085
+654
+3% +$34.9K 0.11% 166
2021
Q4 		$1.14M Buy
20,431
+757
+4% +$40.4K 0.13% 153
2021
Q3 		$988K Sell
19,674
-1,619
-8% -$83.9K 0.14% 156
2021
Q2 		$1.07M Buy
21,293
+1,077
+5% +$54K 0.16% 139
2021
Q1 		$976K Buy
20,216
+383
+2% +$17.7K 0.18% 117
2020
Q4 		$889K Buy
19,833
+1,864
+10% +$79.2K 0.2% 106
2020
Q3 		$715K Buy
17,969
+1,110
+7% +$44.1K 0.23% 108
2020
Q2 		$634K Buy
16,859
+5,763
+52% +$210K 0.24% 110
2020
Q1 		$362K Buy
11,096
+616
+6% +$24.1K 0.19% 155
2019
Q4 		$441K Sell
10,480
-1,427
-12% -$57.7K 0.18% 162
2019
Q3 		$466K Buy
11,907
+2,432
+26% +$93.7K 0.29% 123
2019
Q2 		$362K Sell
9,475
-300
-3% -$11.2K 0.23% 140
2019
Q1 		$359K Sell
9,775
-45
-0.5% -$1.6K 0.27% 129
2018
Q4 		$326K Buy
+9,820
New +$345K 0.31% 117

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

StoneX Group's DGRO Position: Q1 2026 in Review

StoneX Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 65% in Q1 2026, selling an estimated $1.24M and leaving 9,242 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #352.

StoneX Group first reported a position in DGRO in Q4 2018 and has held it in 23 quarters since. The position peaked at $3.06M in Q4 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • StoneX Group held 9,242 shares of iShares Core Dividend Growth ETF worth $649K as of Q1 2026.
  • StoneX Group sold 17,261 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.24M.
  • iShares Core Dividend Growth ETF made up 0.03% of StoneX Group's portfolio in Q1 2026, its #352 holding.
  • StoneX Group first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 23 quarters since.
  • StoneX Group's iShares Core Dividend Growth ETF position peaked at $3.06M in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.