WBH Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

WBH Advisory’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	$3.4M	Buy	48,469 +1,878	+4%	+$135K	0.25%	80
2025 Q4	$3.23M	Sell	46,591 -13,225	-22%	-$909K	0.24%	79
2025 Q3	$4.07M	Sell	59,816 -43,238	-42%	-$2.86M	0.31%	65
2025 Q2	$6.59M	Buy	103,054 +64,034	+164%	+$3.9M	0.56%	43
2025 Q1	$2.41M	Sell	39,020 -27,976	-42%	-$1.75M	0.22%	77
2024 Q4	$4.11M	Sell	66,996 -15,966	-19%	-$1.01M	0.38%	58
2024 Q3	$5.2M	Buy	82,962 +43,814	+112%	+$2.64M	0.49%	49
2024 Q2	$2.26M	Sell	39,148 -1,323	-3%	-$75.6K	0.23%	77
2024 Q1	$2.35M	Sell	40,471 -1,283	-3%	-$71.2K	0.24%	79
2023 Q4	$2.25M	Sell	41,754 -26,226	-39%	-$1.33M	0.25%	74
2023 Q3	$3.37M	Sell	67,980 -22,208	-25%	-$1.15M	0.41%	60
2023 Q2	$4.65M	Buy	90,188 +10,151	+13%	+$511K	0.55%	50
2023 Q1	$4M	Buy	+80,037	New	+$4.02M	0.5%	52
2022 Q3	$4.67M	Buy	104,976 +33,265	+46%	+$1.64M	0.67%	43
2022 Q2	$3.45M	Buy	71,711 +11,349	+19%	+$572K	0.46%	53
2022 Q1	$3.15M	Buy	60,362 +27,579	+84%	+$1.47M	0.39%	64
2021 Q4	$1.82M	Buy	32,783 +1,122	+4%	+$59.9K	0.21%	98
2021 Q3	$1.59M	Buy	31,661 +946	+3%	+$49K	0.21%	101
2021 Q2	$1.58M	Buy	30,715 +3,730	+14%	+$187K	0.23%	91
2021 Q1	$1.3M	Buy	26,985 +1,912	+8%	+$88.4K	0.21%	98
2020 Q4	$1.15M	Buy	25,073 +245	+1%	+$10.4K	0.2%	101
2020 Q3	$988K	Buy	24,828 +9,988	+67%	+$397K	0.2%	103
2020 Q2	$557K	Buy	14,840 +6,414	+76%	+$233K	0.13%	142
2020 Q1	$274	Sell	8,426 -47	-0.6%	-$1.84K	0.06%	181
2019 Q4	$356K	Buy	8,473 +2,259	+36%	+$91.4K	0.07%	184
2019 Q3	$243K	Buy	+6,214	New	+$239K	0.05%	220

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

WBH Advisory's DGRO Position: Q1 2026 in Review

WBH Advisory increased its iShares Core Dividend Growth ETF (DGRO) stake by 4% in Q1 2026, buying an estimated $135K and bringing the position to 48,469 shares worth $3.4M. The position accounts for 0.25% of the portfolio, ranked #80.

WBH Advisory first reported a position in DGRO in Q3 2019 and has held it in 26 quarters since. The position peaked at $6.59M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

WBH Advisory held 48,469 shares of iShares Core Dividend Growth ETF worth $3.4M as of Q1 2026.
WBH Advisory bought 1,878 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $135K.
iShares Core Dividend Growth ETF made up 0.25% of WBH Advisory's portfolio in Q1 2026, its #80 holding.
WBH Advisory first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 26 quarters since.
WBH Advisory's iShares Core Dividend Growth ETF position peaked at $6.59M in Q2 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.