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Vise Technologies’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vise Technologies’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 		$3.52M Hold
50,636
– – 0.07% 234
2025
Q4 		$3.52M Buy
50,636
+28,281
+127% +$1.94M 0.07% 235
2025
Q3 		$1.52M Buy
22,355
+4,932
+28% +$326K 0.06% 317
2025
Q2 		$1.11M Buy
+17,423
New +$1.06M 0.05% 409

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

Vise Technologies's DGRO Position: Q1 2026 in Review

Vise Technologies held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 50,636 shares worth $3.52M. The position accounts for 0.07% of the portfolio, ranked #234.

Vise Technologies first reported a position in DGRO in Q2 2025 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Vise Technologies held 50,636 shares of iShares Core Dividend Growth ETF worth $3.52M as of Q1 2026.
  • Vise Technologies left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
  • iShares Core Dividend Growth ETF made up 0.07% of Vise Technologies's portfolio in Q1 2026, its #234 holding.
  • Vise Technologies first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.