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

Wealth Effects’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	$625K	Buy	8,899 +436	+5%	+$31.3K	0.22%	86
2025 Q4	$588K	Sell	8,463 -273	-3%	-$18.8K	0.18%	98
2025 Q3	$595K	Buy	8,736 +215	+3%	+$14.2K	0.19%	98
2025 Q2	$545K	Sell	8,521 -10	-0.1%	-$610	0.2%	93
2025 Q1	$527K	Hold	8,531	–	–	0.22%	91
2024 Q4	$523K	Sell	8,531 -447	-5%	-$28.2K	0.19%	106
2024 Q3	$563K	Sell	8,978 -5	-0.1%	-$301	0.2%	98
2024 Q2	$518K	Sell	8,983 -1,827	-17%	-$104K	0.19%	101
2024 Q1	$628K	Sell	10,810 -2,631	-20%	-$146K	0.23%	88
2023 Q4	$723K	Buy	13,441 +5,999	+81%	+$304K	0.27%	86
2023 Q3	$369K	Buy	7,442 +100	+1%	+$5.18K	0.18%	113
2023 Q2	$378K	Buy	7,342 +451	+7%	+$22.7K	0.17%	121
2023 Q1	$344K	Buy	6,891 +1,741	+34%	+$87.4K	0.18%	127
2022 Q4	$258K	Buy	+5,150	New	+$253K	0.15%	146

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

Wealth Effects's DGRO Position: Q1 2026 in Review

Wealth Effects increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.2% in Q1 2026, buying an estimated $31.3K and bringing the position to 8,899 shares worth $625K. The position accounts for 0.22% of the portfolio, ranked #86.

Wealth Effects first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $723K in Q4 2023. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Wealth Effects held 8,899 shares of iShares Core Dividend Growth ETF worth $625K as of Q1 2026.
Wealth Effects bought 436 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $31.3K.
iShares Core Dividend Growth ETF made up 0.22% of Wealth Effects's portfolio in Q1 2026, its #86 holding.
Wealth Effects first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
Wealth Effects's iShares Core Dividend Growth ETF position peaked at $723K in Q4 2023.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.