Tranquilli Financial Advisor’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Tranquilli Financial Advisor’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	$918K	Sell	13,085 -336	-3%	-$24.1K	0.54%	50
2025 Q4	$932K	Sell	13,421 -116	-0.9%	-$7.98K	0.54%	50
2025 Q3	$922K	Sell	13,537 -2,117	-14%	-$140K	0.54%	50
2025 Q2	$1M	Buy	15,654 +7,225	+86%	+$441K	0.62%	45
2025 Q1	$521K	Buy	+8,429	New	+$528K	0.33%	63
2024 Q4	–	Sell	-39,465	Closed	-$2.47M	–	113
2024 Q3	$2.47M	Buy	39,465 +20,624	+109%	+$1.24M	1.55%	19
2024 Q2	$1.08M	Buy	18,841 +3,506	+23%	+$200K	0.72%	39
2024 Q1	$890K	Buy	15,335 +8,060	+111%	+$447K	0.59%	44
2023 Q4	$392K	Buy	+7,275	New	+$369K	0.28%	71
2023 Q1	–	Sell	-12,822	Closed	-$641K	–	85
2022 Q4	$641K	Sell	12,822 -810	-6%	-$39.8K	0.49%	34
2022 Q3	$606K	Buy	+13,632	New	+$671K	0.48%	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 $79.5B AUM 27.1% 1-Year Est. Return

Tranquilli Financial Advisor's DGRO Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.5% in Q1 2026, selling an estimated $24.1K and leaving 13,085 shares worth $918K. The position accounts for 0.54% of the portfolio, ranked #50.

Tranquilli Financial Advisor first reported a position in DGRO in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.47M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Tranquilli Financial Advisor held 13,085 shares of iShares Core Dividend Growth ETF worth $918K as of Q1 2026.
Tranquilli Financial Advisor sold 336 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $24.1K.
iShares Core Dividend Growth ETF made up 0.54% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #50 holding.
Tranquilli Financial Advisor first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 11 quarters since.
Tranquilli Financial Advisor's iShares Core Dividend Growth ETF position peaked at $2.47M in Q3 2024.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.