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

Univest Financial’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	$810K	Buy	11,539 +572	+5%	+$41K	0.05%	161
2025 Q4	$761K	Buy	10,967 +115	+1%	+$7.91K	0.04%	168
2025 Q3	$739K	Sell	10,852 -3	-0%	-$198	0.04%	168
2025 Q2	$694K	Sell	10,855 -207	-2%	-$12.6K	0.04%	174
2025 Q1	$683K	Buy	11,062 +215	+2%	+$13.5K	0.04%	179
2024 Q4	$665K	Sell	10,847 -78	-0.7%	-$4.92K	0.04%	181
2024 Q3	$685K	Buy	+10,925	New	+$659K	0.05%	176

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

Univest Financial's DGRO Position: Q1 2026 in Review

Univest Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.2% in Q1 2026, buying an estimated $41K and bringing the position to 11,539 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #161.

Univest Financial first reported a position in DGRO in Q3 2024 and has held it in 7 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Univest Financial held 11,539 shares of iShares Core Dividend Growth ETF worth $810K as of Q1 2026.
Univest Financial bought 572 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $41K.
iShares Core Dividend Growth ETF made up 0.05% of Univest Financial's portfolio in Q1 2026, its #161 holding.
Univest Financial first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 7 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.