Visionary Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Visionary Wealth 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	$6.05M	Buy	86,175 +780	+0.9%	+$55.9K	0.27%	100
2025 Q4	$5.93M	Buy	85,395 +384	+0.5%	+$26.4K	0.27%	95
2025 Q3	$5.79M	Buy	85,011 +549	+0.6%	+$36.3K	0.27%	94
2025 Q2	$5.4M	Buy	84,462 +147	+0.2%	+$8.96K	0.28%	90
2025 Q1	$5.21M	Buy	84,315 +2,478	+3%	+$155K	0.31%	84
2024 Q4	$5.02M	Sell	81,837 -1,439	-2%	-$90.8K	0.29%	92
2024 Q3	$5.22M	Sell	83,276 -598	-0.7%	-$36K	0.32%	89
2024 Q2	$4.83M	Buy	83,874 +2,553	+3%	+$146K	0.32%	83
2024 Q1	$4.72M	Sell	81,321 -409	-0.5%	-$22.7K	0.32%	84
2023 Q4	$4.4M	Sell	81,730 -1,120	-1%	-$56.8K	0.32%	84
2023 Q3	$4.1M	Sell	82,850 -971	-1%	-$50.3K	0.33%	82
2023 Q2	$4.32M	Sell	83,821 -1,722	-2%	-$86.6K	0.35%	78
2023 Q1	$4.28M	Sell	85,543 -1,411	-2%	-$70.8K	0.36%	74
2022 Q4	$4.35M	Sell	86,954 -1,518	-2%	-$74.5K	0.4%	74
2022 Q3	$3.93M	Sell	88,472 -7,433	-8%	-$366K	0.41%	67
2022 Q2	$4.57M	Buy	95,905 +1,016	+1%	+$51.2K	0.41%	66
2022 Q1	$5.07M	Buy	94,889 +7,735	+9%	+$413K	0.41%	66
2021 Q4	$4.84M	Buy	87,154 +1,266	+1%	+$67.6K	0.4%	63
2021 Q3	$4.32M	Buy	85,888 +3,078	+4%	+$159K	0.44%	57
2021 Q2	$4.17M	Buy	82,810 +1,664	+2%	+$83.5K	0.42%	59
2021 Q1	$3.92M	Sell	81,146 -6,720	-8%	-$311K	0.41%	68
2020 Q4	$3.94M	Buy	87,866 +7,718	+10%	+$328K	0.44%	59
2020 Q3	$3.19M	Sell	80,148 -2,911	-4%	-$116K	0.45%	59
2020 Q2	$3.12M	Sell	83,059 -59,967	-42%	-$2.18M	0.48%	55
2020 Q1	$4.66M	Buy	143,026 +28,074	+24%	+$1.1M	0.88%	33
2019 Q4	$4.84M	Buy	+114,952	New	+$4.65M	0.87%	36

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

Visionary Wealth Advisors's DGRO Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.91% in Q1 2026, buying an estimated $55.9K and bringing the position to 86,175 shares worth $6.05M. The position accounts for 0.27% of the portfolio, ranked #100.

Visionary Wealth Advisors first reported a position in DGRO in Q4 2019 and has held it in 26 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Visionary Wealth Advisors held 86,175 shares of iShares Core Dividend Growth ETF worth $6.05M as of Q1 2026.
Visionary Wealth Advisors bought 780 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $55.9K.
iShares Core Dividend Growth ETF made up 0.27% of Visionary Wealth Advisors's portfolio in Q1 2026, its #100 holding.
Visionary Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 26 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.