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

West Wealth Group’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	$762K	Sell	10,859 -34	-0.3%	-$2.44K	0.15%	51
2025 Q4	$756K	Buy	10,893 +802	+8%	+$55.1K	0.16%	48
2025 Q3	$688K	Sell	10,091 -1,036	-9%	-$68.5K	0.16%	47
2025 Q2	$721K	Sell	11,127 -2,208	-17%	-$135K	0.18%	41
2025 Q1	$822K	Buy	13,335 +2,246	+20%	+$141K	0.24%	34
2024 Q4	$680K	Sell	11,089 -248	-2%	-$15.6K	0.2%	36
2024 Q3	$711K	Sell	11,337 -536	-5%	-$32.3K	0.23%	35
2024 Q2	$684K	Sell	11,873 -1,241	-9%	-$70.9K	0.24%	39
2024 Q1	$761K	Buy	+13,114	New	+$728K	0.28%	39

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

West Wealth Group's DGRO Position: Q1 2026 in Review

West Wealth Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.31% in Q1 2026, selling an estimated $2.44K and leaving 10,859 shares worth $762K. The position accounts for 0.15% of the portfolio, ranked #51.

West Wealth Group first reported a position in DGRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $822K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

West Wealth Group held 10,859 shares of iShares Core Dividend Growth ETF worth $762K as of Q1 2026.
West Wealth Group sold 34 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $2.44K.
iShares Core Dividend Growth ETF made up 0.15% of West Wealth Group's portfolio in Q1 2026, its #51 holding.
West Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 9 quarters since.
West Wealth Group's iShares Core Dividend Growth ETF position peaked at $822K in Q1 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

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