True Wealth Design’s iShares Core Dividend Growth ETF DGRO Stock Holding History

True Wealth Design’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	–	Sell	-3,785	Closed	-$263K	–	2740
2025 Q4	$263K	Buy	+3,785	New	+$260K	0.08%	60
2025 Q2	–	Sell	-393	Closed	-$24.3K	–	2646
2025 Q1	$24.3K	Buy	+393	New	+$24.6K	0.01%	311

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

True Wealth Design's DGRO Position: Q1 2026 in Review

True Wealth Design sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 3,785 shares — an estimated $263K sold.

True Wealth Design first reported a position in DGRO in Q1 2025 and held it in 2 quarters. The position peaked at $263K in Q4 2025. 1,320 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

True Wealth Design reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 3,785 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $263K.
True Wealth Design first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and held it in 2 quarters.
True Wealth Design's iShares Core Dividend Growth ETF position peaked at $263K in Q4 2025.
1,320 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.