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Wedbush Securities’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wedbush Securities’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 		$317K Sell
4,516
-351
-7% -$25.2K 0.01% 882
2025
Q4 		$338K Buy
4,867
+312
+7% +$21.5K 0.01% 833
2025
Q3 		$310K Buy
+4,555
New +$301K 0.01% 834
2024
Q3 		– Sell
-5,020
Closed -$289K – 1141
2024
Q2 		$289K Sell
5,020
-548
-10% -$31.3K 0.01% 876
2024
Q1 		$323K Sell
5,568
-754
-12% -$41.9K 0.01% 838
2023
Q4 		$340K Sell
6,322
-1,419
-18% -$72K 0.02% 712
2023
Q3 		$383K Buy
7,741
+767
+11% +$39.7K 0.02% 616
2023
Q2 		$359K Sell
6,974
-324
-4% -$16.3K 0.02% 670
2023
Q1 		$365K Sell
7,298
-529
-7% -$26.6K 0.02% 667
2022
Q4 		$391K Sell
7,827
-81
-1% -$3.98K 0.02% 604
2022
Q3 		$352K Buy
7,908
+489
+7% +$24.1K 0.02% 654
2022
Q2 		$353K Sell
7,419
-280
-4% -$14.1K 0.02% 678
2022
Q1 		$411K Sell
7,699
-2,262
-23% -$121K 0.02% 666
2021
Q4 		$554K Sell
9,961
-809
-8% -$43.2K 0.02% 577
2021
Q3 		$541K Sell
10,770
-9,269
-46% -$480K 0.03% 575
2021
Q2 		$1.01M Buy
20,039
+9,490
+90% +$476K 0.05% 364
2021
Q1 		$509K Buy
10,549
+1,497
+17% +$69.2K 0.03% 577
2020
Q4 		$406K Sell
9,052
-2,434
-21% -$103K 0.04% 535
2020
Q3 		$457K Buy
+11,486
New +$456K 0.04% 457
2020
Q1 		– Sell
-5,637
Closed -$237K – 915
2019
Q4 		$237K Buy
5,637
+262
+5% +$10.6K 0.02% 780
2019
Q3 		$210K Buy
+5,375
New +$207K 0.02% 799

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

Wedbush Securities's DGRO Position: Q1 2026 in Review

Wedbush Securities reduced its iShares Core Dividend Growth ETF (DGRO) stake by 7.2% in Q1 2026, selling an estimated $25.2K and leaving 4,516 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #882.

Wedbush Securities first reported a position in DGRO in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.01M in Q2 2021. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Wedbush Securities held 4,516 shares of iShares Core Dividend Growth ETF worth $317K as of Q1 2026.
  • Wedbush Securities sold 351 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $25.2K.
  • iShares Core Dividend Growth ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #882 holding.
  • Wedbush Securities first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 21 quarters since.
  • Wedbush Securities's iShares Core Dividend Growth ETF position peaked at $1.01M in Q2 2021.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.