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

WCG 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	$3.22M	Buy	45,926 +8,207	+22%	+$588K	0.09%	207
2025 Q4	$2.62M	Buy	37,719 +5,277	+16%	+$363K	0.07%	227
2025 Q3	$2.21M	Sell	32,442 -4,311	-12%	-$285K	0.14%	146
2025 Q2	$2.35M	Buy	36,753 +1,228	+3%	+$74.9K	0.15%	144
2025 Q1	$2.19M	Sell	35,525 -4,668	-12%	-$293K	0.17%	137
2024 Q4	$2.46M	Sell	40,193 -2,665	-6%	-$168K	0.16%	136
2024 Q3	$2.69M	Buy	42,858 +2,530	+6%	+$153K	0.18%	129
2024 Q2	$2.32M	Buy	+40,328	New	+$2.3M	0.17%	123
2023 Q4	–	Sell	-14,159	Closed	-$756K	–	298
2023 Q3	$756K	Buy	+14,159	New	+$733K	0.06%	221
2022 Q4	–	Sell	-5,607	Closed	-$441K	–	180
2022 Q3	$441K	Sell	5,607 -4,029	-42%	-$198K	0.06%	196
2022 Q2	$459K	Buy	+9,636	New	+$486K	0.06%	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

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

WCG Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 22% in Q1 2026, buying an estimated $588K and bringing the position to 45,926 shares worth $3.22M. The position accounts for 0.09% of the portfolio, ranked #207.

WCG Wealth Advisors first reported a position in DGRO in Q2 2022 and has held it in 11 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

WCG Wealth Advisors held 45,926 shares of iShares Core Dividend Growth ETF worth $3.22M as of Q1 2026.
WCG Wealth Advisors bought 8,207 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $588K.
iShares Core Dividend Growth ETF made up 0.09% of WCG Wealth Advisors's portfolio in Q1 2026, its #207 holding.
WCG Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 11 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.