Wealthspire Advisors (New York)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wealthspire Advisors (New York)’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	$2.62M	Buy	37,338 +840	+2%	+$60.2K	0.02%	246
2025 Q4	$2.53M	Buy	36,498 +1,354	+4%	+$93.1K	0.02%	259
2025 Q3	$2.39M	Buy	35,144 +2,457	+8%	+$162K	0.01%	250
2025 Q2	$2.09M	Sell	32,687 -559	-2%	-$34.1K	0.01%	273
2025 Q1	$2.05M	Buy	33,246 +498	+2%	+$31.2K	0.01%	273
2024 Q4	$2.01M	Buy	32,748 +487	+2%	+$30.7K	0.02%	246
2024 Q3	$2.02M	Buy	32,261 +16	+0%	+$964	0.02%	253
2024 Q2	$1.86M	Sell	32,245 -1,749	-5%	-$99.9K	0.02%	214
2024 Q1	$1.97M	Sell	33,994 -1,469	-4%	-$81.6K	0.03%	199
2023 Q4	$1.91M	Sell	35,463 -2,596	-7%	-$132K	0.03%	204
2023 Q3	$1.89M	Sell	38,059 -1,258	-3%	-$65.1K	0.03%	179
2023 Q2	$2.03M	Sell	39,317 -810	-2%	-$40.7K	0.03%	151
2023 Q1	$2.01M	Sell	40,127 -1,785	-4%	-$89.6K	0.03%	151
2022 Q4	$2.1M	Sell	41,912 -1,052	-2%	-$51.6K	0.04%	150
2022 Q3	$1.91M	Sell	42,964 -2,173	-5%	-$107K	0.04%	148
2022 Q2	$2.15M	Buy	45,137 +14,763	+49%	+$744K	0.04%	138
2022 Q1	$1.62M	Sell	30,374 -142	-0.5%	-$7.58K	0.04%	143
2021 Q4	$1.7M	Hold	30,516	–	–	0.04%	161
2021 Q3	$1.53M	Buy	+30,516	New	+$1.58M	0.03%	195
2021 Q2	–	Sell	-24,256	Closed	-$1.17M	–	448
2021 Q1	$1.17M	Buy	+24,256	New	+$1.12M	0.03%	236

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

Wealthspire Advisors (New York)'s DGRO Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.3% in Q1 2026, buying an estimated $60.2K and bringing the position to 37,338 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #246.

Wealthspire Advisors (New York) first reported a position in DGRO in Q1 2021 and has held it in 20 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Wealthspire Advisors (New York) held 37,338 shares of iShares Core Dividend Growth ETF worth $2.62M as of Q1 2026.
Wealthspire Advisors (New York) bought 840 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $60.2K.
iShares Core Dividend Growth ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #246 holding.
Wealthspire Advisors (New York) first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 20 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.