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United Capital Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

United Capital Financial Advisors’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 		$22.3M Buy
317,552
+1,728
+0.5% +$124K 0.14% 134
2025
Q4 		$21.9M Buy
315,824
+229,833
+267% +$15.8M 0.13% 136
2025
Q3 		$5.85M Sell
85,991
-4,602
-5% -$304K 0.04% 280
2025
Q2 		$5.79M Sell
90,593
-3,407
-4% -$208K 0.05% 260
2025
Q1 		$5.81M Sell
94,000
-625
-0.7% -$39.2K 0.05% 252
2024
Q4 		$5.8M Sell
94,625
-527
-0.6% -$33.2K 0.05% 241
2024
Q3 		$5.97M Sell
95,152
-2,331
-2% -$141K 0.05% 238
2024
Q2 		$5.62M Sell
97,483
-11,053
-10% -$631K 0.05% 244
2024
Q1 		$6.3M Sell
108,536
-40,086
-27% -$2.23M 0.05% 242
2023
Q4 		$8M Sell
148,622
-327,885
-69% -$16.6M 0.07% 225
2023
Q3 		$23.6M Buy
476,507
+422,195
+777% +$21.9M 0.15% 133
2023
Q2 		$2.8M Buy
54,312
+12,787
+31% +$643K 0.02% 394
2023
Q1 		$2.08M Buy
41,525
+1,824
+5% +$91.6K 0.01% 446
2022
Q4 		$1.99M Buy
39,701
+4,796
+14% +$235K 0.01% 481
2022
Q3 		$1.55M Sell
34,905
-4,795
-12% -$236K 0.01% 516
2022
Q2 		$1.89M Buy
39,700
+4,379
+12% +$221K 0.01% 502
2022
Q1 		$1.89M Sell
35,321
-12,513
-26% -$668K 0.01% 532
2021
Q4 		$2.66M Sell
47,834
-11,751
-20% -$627K 0.01% 484
2021
Q3 		$2.99M Sell
59,585
-14,276
-19% -$739K 0.02% 462
2021
Q2 		$3.72M Buy
73,861
+55,510
+302% +$2.79M 0.02% 421
2021
Q1 		$886K Buy
18,351
+1,550
+9% +$71.7K ﹤0.01% 699
2020
Q4 		$753K Sell
16,801
-1,685
-9% -$71.6K ﹤0.01% 746
2020
Q3 		$736K Buy
18,486
+1,021
+6% +$40.6K ﹤0.01% 739
2020
Q2 		$657K Sell
17,465
-860
-5% -$31.3K ﹤0.01% 771
2020
Q1 		$597K Buy
18,325
+916
+5% +$35.8K ﹤0.01% 762
2019
Q4 		$732K Sell
17,409
-583
-3% -$23.6K ﹤0.01% 884
2019
Q3 		$704K Buy
17,992
+1,771
+11% +$68.2K ﹤0.01% 845
2019
Q2 		$620K Buy
16,221
+1,453
+10% +$54.5K ﹤0.01% 969
2019
Q1 		$543K Buy
14,768
+161
+1% +$5.73K ﹤0.01% 956
2018
Q4 		$485K Buy
14,607
+991
+7% +$34.8K ﹤0.01% 928
2018
Q3 		$505K Sell
13,616
-700
-5% -$25.4K ﹤0.01% 968
2018
Q2 		$491K Buy
14,316
+3,877
+37% +$133K ﹤0.01% 950
2018
Q1 		$354K Hold
10,439
– – ﹤0.01% 1041
2017
Q4 		$363K Buy
10,439
+85
+0.8% +$2.87K ﹤0.01% 1050
2017
Q3 		$336K Buy
10,354
+1,052
+11% +$33.5K ﹤0.01% 1075
2017
Q2 		$291K Buy
9,302
+485
+6% +$15K ﹤0.01% 1083
2017
Q1 		$268K Sell
8,817
-202
-2% -$6.06K ﹤0.01% 1086
2016
Q4 		$261K Buy
9,019
+202
+2% +$5.68K ﹤0.01% 1097
2016
Q3 		$244K Hold
8,817
– – ﹤0.01% 1128
2016
Q2 		$238K Buy
+8,817
New +$237K ﹤0.01% 1114

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

United Capital Financial Advisors's DGRO Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.55% in Q1 2026, buying an estimated $124K and bringing the position to 317,552 shares worth $22.3M. The position accounts for 0.14% of the portfolio, ranked #134.

United Capital Financial Advisors first reported a position in DGRO in Q2 2016 and has held it in 40 quarters since. The position peaked at $23.6M in Q3 2023. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • United Capital Financial Advisors held 317,552 shares of iShares Core Dividend Growth ETF worth $22.3M as of Q1 2026.
  • United Capital Financial Advisors bought 1,728 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $124K.
  • iShares Core Dividend Growth ETF made up 0.14% of United Capital Financial Advisors's portfolio in Q1 2026, its #134 holding.
  • United Capital Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2016 and has held it in 40 quarters since.
  • United Capital Financial Advisors's iShares Core Dividend Growth ETF position peaked at $23.6M in Q3 2023.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.