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WealthCare Investment Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

WealthCare Investment Partners’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 		$913K Sell
13,039
-472
-3% -$33.8K 0.25% 86
2025
Q4 		$943K Sell
13,511
-547
-4% -$37.6K 0.27% 82
2025
Q3 		$961K Buy
14,058
+25
+0.2% +$1.65K 0.31% 75
2025
Q2 		$915K Buy
14,033
+882
+7% +$53.8K 0.33% 71
2025
Q1 		$752K Sell
13,151
-533
-4% -$33.4K 0.32% 68
2024
Q4 		$836K Sell
13,684
-1,180
-8% -$74.4K 0.36% 65
2024
Q3 		$924K Sell
14,864
-1,479
-9% -$89.2K 0.41% 62
2024
Q2 		$942K Sell
16,343
-603
-4% -$34.4K 0.44% 61
2024
Q1 		$984K Sell
16,946
-5,155
-23% -$286K 0.48% 53
2023
Q4 		$1.2M Sell
22,101
-1,049
-5% -$53.2K 0.65% 41
2023
Q3 		$1.14M Sell
23,150
-1,515
-6% -$78.4K 0.69% 38
2023
Q2 		$1.27M Sell
24,665
-2,416
-9% -$122K 0.76% 39
2023
Q1 		$1.35M Sell
27,081
-6,559
-19% -$329K 0.82% 35
2022
Q4 		$1.68M Sell
33,640
-1,204
-3% -$59.1K 1.15% 22
2022
Q3 		$1.55M Buy
34,844
+1,802
+5% +$88.7K 1.28% 20
2022
Q2 		$1.57M Buy
33,042
+859
+3% +$43.3K 1.35% 18
2022
Q1 		$1.7M Buy
32,183
+1,434
+5% +$76.6K 1.51% 15
2021
Q4 		$1.71M Buy
+30,749
New +$1.64M 1.65% 17

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthCare Investment Partners's DGRO Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q1 2026, selling an estimated $33.8K and leaving 13,039 shares worth $913K. The position accounts for 0.25% of the portfolio, ranked #86.

WealthCare Investment Partners first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • WealthCare Investment Partners held 13,039 shares of iShares Core Dividend Growth ETF worth $913K as of Q1 2026.
  • WealthCare Investment Partners sold 472 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $33.8K.
  • iShares Core Dividend Growth ETF made up 0.25% of WealthCare Investment Partners's portfolio in Q1 2026, its #86 holding.
  • WealthCare Investment Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • WealthCare Investment Partners's iShares Core Dividend Growth ETF position peaked at $1.71M in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.