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Strategic Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Strategic Wealth Partners’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 		$10.6M Buy
151,104
+5,741
+4% +$412K 0.74% 47
2025
Q4 		$10.1M Sell
145,363
-28,913
-17% -$1.99M 0.69% 47
2025
Q3 		$11.9M Buy
174,276
+1,698
+1% +$112K 0.89% 31
2025
Q2 		$11M Buy
+172,578
New +$10.5M 0.87% 33
2024
Q4 		$10.9M Sell
169,702
-11,821
-7% -$746K 0.9% 31
2024
Q3 		$11.4M Sell
181,523
-744,056
-80% -$44.9M 1.09% 17
2024
Q2 		$53.3M Sell
925,579
-3,738
-0.4% -$214K 5.57% 1
2024
Q1 		$54M Buy
929,317
+17,644
+2% +$980K 5.92% 1
2023
Q4 		$49.1M Sell
911,673
-9,489
-1% -$481K 6.05% 1
2023
Q3 		$45.6M Buy
921,162
+393,255
+74% +$20.4M 6.01% 1
2023
Q2 		$27.2M Buy
527,907
+15,847
+3% +$797K 3.52% 2
2023
Q1 		$25.6M Buy
512,060
+77,522
+18% +$3.89M 3.93% 2
2022
Q4 		$21.7M Buy
434,538
+50,919
+13% +$2.5M 4.04% 2
2022
Q3 		$17.1M Buy
383,619
+40,722
+12% +$2M 3.62% 1
2022
Q2 		$16.3M Buy
342,897
+51,080
+18% +$2.58M 3.53% 2
2022
Q1 		$15.6M Buy
291,817
+1,993
+0.7% +$106K 3.04% 2
2021
Q4 		$16.1M Buy
289,824
+9,843
+4% +$525K 3.05% 1
2021
Q3 		$14.1M Buy
279,981
+5,665
+2% +$293K 4.13% 1
2021
Q2 		$13.8M Sell
274,316
-13,237
-5% -$664K 4.51% 1
2021
Q1 		$13.9M Sell
287,553
-3,606
-1% -$167K 5.54% 1
2020
Q4 		$13.1M Sell
291,159
-128,725
-31% -$5.47M 5.47% 1
2020
Q3 		$16.7M Sell
419,884
-147,883
-26% -$5.88M 8.45% 1
2020
Q2 		$21.3M Buy
567,767
+49,408
+10% +$1.8M 11.03% 1
2020
Q1 		$21.8M Hold
518,359
– – 11.36% 1
2019
Q4 		$21.8M Sell
518,359
-21,471
-4% -$868K 11.35% 1
2019
Q3 		$2.03M Sell
539,830
-23,016
-4% -$887K 10.46% 1
2019
Q2 		$21.5M Buy
562,846
+3,991
+0.7% +$150K 10.38% 1
2019
Q1 		$20.7M Buy
558,855
+88,916
+19% +$3.16M 9.52% 1
2018
Q4 		$16M Buy
469,939
+113,848
+32% +$4M 8.06% 1
2018
Q3 		$13.2M Sell
356,091
-10,978
-3% -$399K 7.04% 1
2018
Q2 		$12.6M Buy
367,069
+70,411
+24% +$2.42M 7.29% 1
2018
Q1 		$10.1M Buy
296,658
+266,838
+895% +$9.42M 5.19% 1
2017
Q4 		$994K Buy
+29,820
New +$1.01M 0.55% 62

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

Strategic Wealth Partners's DGRO Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.9% in Q1 2026, buying an estimated $412K and bringing the position to 151,104 shares worth $10.6M. The position accounts for 0.74% of the portfolio, ranked #47.

Strategic Wealth Partners first reported a position in DGRO in Q4 2017 and has held it in 33 quarters since. The position peaked at $54M in Q1 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Strategic Wealth Partners held 151,104 shares of iShares Core Dividend Growth ETF worth $10.6M as of Q1 2026.
  • Strategic Wealth Partners bought 5,741 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $412K.
  • iShares Core Dividend Growth ETF made up 0.74% of Strategic Wealth Partners's portfolio in Q1 2026, its #47 holding.
  • Strategic Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's iShares Core Dividend Growth ETF position peaked at $54M in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.