Towercrest Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Towercrest Capital Management’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	$6.25M	Buy	88,990 +4,326	+5%	+$310K	0.97%	28
2025 Q4	$5.88M	Buy	84,664 +1,282	+2%	+$88.2K	0.93%	28
2025 Q3	$5.68M	Buy	83,382 +6,603	+9%	+$436K	0.91%	30
2025 Q2	$4.91M	Buy	76,779 +131	+0.2%	+$7.99K	0.88%	32
2025 Q1	$4.74M	Sell	76,648 -17,797	-19%	-$1.12M	0.9%	31
2024 Q4	$5.79M	Buy	94,445 +223	+0.2%	+$14.1K	0.94%	27
2024 Q3	$5.91M	Buy	94,222 +636	+0.7%	+$38.3K	0.95%	29
2024 Q2	$5.39M	Buy	93,586 +744	+0.8%	+$42.5K	0.89%	30
2024 Q1	$5.39M	Buy	92,842 +17,947	+24%	+$996K	0.91%	31
2023 Q4	$4.03M	Buy	74,895 +4,636	+7%	+$235K	0.72%	35
2023 Q3	$3.48M	Buy	70,259 +1,476	+2%	+$76.4K	0.68%	34
2023 Q2	$3.54M	Buy	68,783 +12,869	+23%	+$647K	0.66%	34
2023 Q1	$2.8M	Sell	55,914 -2,271	-4%	-$114K	0.58%	36
2022 Q4	$2.91M	Buy	58,185 +836	+1%	+$41K	0.64%	34
2022 Q3	$2.55M	Sell	57,349 -10,880	-16%	-$536K	0.6%	36
2022 Q2	$3.25M	Buy	68,229 +11,516	+20%	+$581K	0.73%	34
2022 Q1	$3.03M	Buy	56,713 +10,610	+23%	+$567K	0.59%	34
2021 Q4	$2.56M	Buy	46,103 +585	+1%	+$31.2K	0.47%	38
2021 Q3	$2.29M	Sell	45,518 -149	-0.3%	-$7.72K	0.43%	40
2021 Q2	$2.3M	Buy	45,667 +29,589	+184%	+$1.48M	0.45%	38
2021 Q1	$776K	Sell	16,078 -181	-1%	-$8.37K	0.17%	47
2020 Q4	$729K	Sell	16,259 -446	-3%	-$19K	0.16%	49
2020 Q3	$665K	Sell	16,705 -1,381	-8%	-$54.9K	0.16%	48
2020 Q2	$680K	Sell	18,086 -59,552	-77%	-$2.17M	0.18%	49
2020 Q1	$2.53M	Buy	77,638 +50,501	+186%	+$1.98M	0.76%	34
2019 Q4	$1.14M	Buy	27,137 +631	+2%	+$25.5K	0.29%	46
2019 Q3	$1.04M	Buy	26,506 +207	+0.8%	+$7.97K	0.29%	44
2019 Q2	$1M	Sell	26,299 -11,898	-31%	-$446K	0.28%	43
2019 Q1	$1.4M	Sell	38,197 -113,327	-75%	-$4.03M	0.4%	39
2018 Q4	$5.03M	Sell	151,524 -14,323	-9%	-$503K	1.61%	26
2018 Q3	$6.15M	Buy	165,847 +9,838	+6%	+$358K	1.82%	24
2018 Q2	$5.35M	Sell	156,009 -94	-0.1%	-$3.24K	1.69%	26
2018 Q1	$5.29M	Sell	156,103 -8,922	-5%	-$315K	3.66%	14
2017 Q4	$5.74M	Buy	165,025 +82,030	+99%	+$2.77M	4.17%	13
2017 Q3	$2.69M	Sell	82,995 -1,207	-1%	-$38.4K	2.07%	17
2017 Q2	$2.64M	Buy	84,202 +19,613	+30%	+$606K	2.06%	17
2017 Q1	$1.97M	Buy	64,589 +14,485	+29%	+$435K	1.64%	17
2016 Q4	$1.45M	Buy	+50,104	New	+$1.41M	1.26%	21

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 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 $45.6B AUM 18.83% 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 $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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Towercrest Capital Management's DGRO Position: Q1 2026 in Review

Towercrest Capital Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.1% in Q1 2026, buying an estimated $310K and bringing the position to 88,990 shares worth $6.25M. The position accounts for 0.97% of the portfolio, ranked #28.

Towercrest Capital Management first reported a position in DGRO in Q4 2016 and has held it in 38 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Towercrest Capital Management held 88,990 shares of iShares Core Dividend Growth ETF worth $6.25M as of Q1 2026.
Towercrest Capital Management bought 4,326 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $310K.
iShares Core Dividend Growth ETF made up 0.97% of Towercrest Capital Management's portfolio in Q1 2026, its #28 holding.
Towercrest Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2016 and has held it in 38 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.