SS
DGRO icon

Sunbelt Securities’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sunbelt Securities’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 		$8.54M Buy
121,744
+67
+0.1% +$4.8K 0.54% 35
2025
Q4 		$8.45M Buy
121,677
+8,080
+7% +$556K 0.56% 36
2025
Q3 		$7.73M Buy
113,597
+32,083
+39% +$2.12M 0.53% 35
2025
Q2 		$5M Buy
81,514
+544
+0.7% +$33.2K 0.44% 46
2025
Q1 		$5M Sell
80,970
-544
-0.7% -$34.1K 0.45% 44
2024
Q4 		$4.99M Buy
81,514
+596
+0.7% +$37.6K 0.44% 46
2024
Q3 		$5.07M Buy
80,918
+1,595
+2% +$96.1K 0.5% 45
2024
Q2 		$4.57M Sell
79,323
-28
-0% -$1.6K 0.47% 48
2024
Q1 		$4.61M Sell
79,351
-14,981
-16% -$832K 0.51% 45
2023
Q4 		$5.08M Buy
94,332
+706
+0.8% +$35.8K 0.64% 30
2023
Q3 		$4.64M Buy
93,626
+3,512
+4% +$182K 0.64% 31
2023
Q2 		$4.64M Sell
90,114
-6,661
-7% -$335K 0.67% 28
2023
Q1 		$4.78M Sell
96,775
-5,718
-6% -$287K 0.77% 24
2022
Q4 		$5.12M Buy
102,493
+7,122
+7% +$350K 1% 15
2022
Q3 		$4.24M Buy
95,371
+195
+0.2% +$9.6K 0.9% 16
2022
Q2 		$4.53M Buy
95,176
+13,180
+16% +$665K 0.96% 16
2022
Q1 		$4.44M Buy
81,996
+2,272
+3% +$121K 0.81% 19
2021
Q4 		$4.32M Buy
79,724
+11,393
+17% +$608K 0.7% 30
2021
Q3 		$3.48M Hold
68,331
– – 0.63% 42
2021
Q2 		$3.48M Buy
68,331
+882
+1% +$44.3K 0.63% 42
2021
Q1 		$3.26M Buy
67,449
+4,150
+7% +$192K 0.64% 41
2020
Q4 		$2.84M Buy
63,299
+3,969
+7% +$169K 0.59% 46
2020
Q3 		$2.36M Buy
59,330
+8,091
+16% +$321K 0.66% 35
2020
Q2 		$1.93M Buy
51,239
+20,489
+67% +$745K 0.66% 35
2020
Q1 		$1M Sell
30,750
-66,676
-68% -$2.61M 0.04% 148
2019
Q4 		$4.1M Buy
97,426
+7,370
+8% +$298K 0.43% 47
2019
Q3 		$3.52M Buy
90,056
+49,586
+123% +$1.91M 0.4% 56
2019
Q2 		$1.55M Buy
40,470
+102
+0.3% +$3.82K 0.67% 40
2019
Q1 		$1.48M Sell
40,368
-1,971
-5% -$70.1K 0.74% 38
2018
Q4 		$1.41M Buy
+42,339
New +$1.49M 0.82% 35

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

Sunbelt Securities's DGRO Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.06% in Q1 2026, buying an estimated $4.8K and bringing the position to 121,744 shares worth $8.54M. The position accounts for 0.54% of the portfolio, ranked #35.

Sunbelt Securities first reported a position in DGRO in Q4 2018 and has held it in 30 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Sunbelt Securities held 121,744 shares of iShares Core Dividend Growth ETF worth $8.54M as of Q1 2026.
  • Sunbelt Securities bought 67 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $4.8K.
  • iShares Core Dividend Growth ETF made up 0.54% of Sunbelt Securities's portfolio in Q1 2026, its #35 holding.
  • Sunbelt Securities first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.