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Turning Point Benefit Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Turning Point Benefit Group’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
-291
Closed -$20.2K – 281
2025
Q4 		$20.2K Buy
291
+260
+839% +$17.9K 0.01% 193
2025
Q3 		$2.12K Buy
+31
New +$2.05K ﹤0.01% 296

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Turning Point Benefit Group's DGRO Position: Q1 2026 in Review

Turning Point Benefit Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 291 shares — an estimated $20.2K sold.

Turning Point Benefit Group first reported a position in DGRO in Q3 2025 and held it in 2 quarters. The position peaked at $20.2K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Turning Point Benefit Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 291 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $20.2K.
  • Turning Point Benefit Group first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's iShares Core Dividend Growth ETF position peaked at $20.2K in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.