Vista Cima Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vista Cima Wealth Management’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	$3.91M	Sell	55,765 -23,679	-30%	-$1.7M	3.87%	9
2025 Q4	$5.52M	Buy	79,444 +3,215	+4%	+$221K	4.6%	6
2025 Q3	$5.19M	Buy	76,229 +3,178	+4%	+$210K	4.32%	4
2025 Q2	$4.67M	Buy	73,051 +2,289	+3%	+$140K	4.37%	7
2025 Q1	$4.37M	Buy	70,762 +1,290	+2%	+$80.8K	4.71%	6
2024 Q4	$4.26M	Buy	+69,472	New	+$4.38M	4.43%	6

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

Vista Cima Wealth Management's DGRO Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 30% in Q1 2026, selling an estimated $1.7M and leaving 55,765 shares worth $3.91M. The position accounts for 3.87% of the portfolio, ranked #9.

Vista Cima Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.52M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Vista Cima Wealth Management held 55,765 shares of iShares Core Dividend Growth ETF worth $3.91M as of Q1 2026.
Vista Cima Wealth Management sold 23,679 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.7M.
iShares Core Dividend Growth ETF made up 3.87% of Vista Cima Wealth Management's portfolio in Q1 2026, its #9 holding.
Vista Cima Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's iShares Core Dividend Growth ETF position peaked at $5.52M in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.