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

Western Wealth Management’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	$5.12M	Buy	72,950 +15,885	+28%	+$1.14M	0.19%	103
2025 Q4	$3.96M	Buy	57,065 +10,139	+22%	+$697K	0.18%	105
2025 Q3	$3.19M	Buy	46,926 +3,573	+8%	+$236K	0.17%	113
2025 Q2	$2.77M	Sell	43,353 -353	-0.8%	-$21.5K	0.16%	123
2025 Q1	$2.7M	Buy	43,706 +2,392	+6%	+$150K	0.18%	114
2024 Q4	$2.53M	Buy	41,314 +1,294	+3%	+$81.6K	0.17%	120
2024 Q3	$2.51M	Sell	40,020 -944	-2%	-$56.9K	0.14%	147
2024 Q2	$2.36M	Buy	40,964 +766	+2%	+$43.8K	0.17%	115
2024 Q1	$2.33M	Buy	40,198 +1,703	+4%	+$94.5K	0.18%	115
2023 Q4	$2.07M	Sell	38,495 -8,269	-18%	-$419K	0.15%	145
2023 Q3	$2.32M	Sell	46,764 -3,595	-7%	-$186K	0.2%	109
2023 Q2	$2.6M	Sell	50,359 -8,950	-15%	-$450K	0.22%	99
2023 Q1	$2.96M	Sell	59,309 -1,237	-2%	-$62.1K	0.28%	82
2022 Q4	$3.03M	Sell	60,546 -133,616	-69%	-$6.56M	0.31%	73
2022 Q3	$8.67M	Sell	194,162 -2,023	-1%	-$99.6K	0.5%	38
2022 Q2	$9.36M	Sell	196,185 -10,204	-5%	-$514K	0.54%	34
2022 Q1	$11M	Buy	206,389 +112,118	+119%	+$5.99M	0.54%	33
2021 Q4	$5.25M	Buy	+94,271	New	+$5.03M	0.52%	35
2021 Q2	$4.42M	Buy	87,789 +13,342	+18%	+$669K	0.45%	42
2021 Q1	$3.59M	Buy	74,447 +10,254	+16%	+$474K	0.48%	35
2020 Q4	$2.88M	Buy	64,193 +3,104	+5%	+$132K	0.42%	48
2020 Q3	$2.43M	Buy	61,089 +11,039	+22%	+$439K	0.4%	50
2020 Q2	$1.88M	Sell	50,050 -12,740	-20%	-$463K	0.34%	62
2020 Q1	$2.05M	Buy	62,790 +10,905	+21%	+$427K	0.47%	45
2019 Q4	$2.18M	Buy	51,885 +3,310	+7%	+$134K	0.33%	67
2019 Q3	$1.9M	Buy	48,575 +3,758	+8%	+$145K	0.4%	58
2019 Q2	$1.71M	Buy	44,817 +5,350	+14%	+$201K	0.22%	91
2019 Q1	$1.45M	Buy	39,467 +1,321	+3%	+$47K	0.32%	77
2018 Q4	$1.27M	Buy	+38,146	New	+$1.34M	0.34%	71

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

Western Wealth Management's DGRO Position: Q1 2026 in Review

Western Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 28% in Q1 2026, buying an estimated $1.14M and bringing the position to 72,950 shares worth $5.12M. The position accounts for 0.19% of the portfolio, ranked #103.

Western Wealth Management first reported a position in DGRO in Q4 2018 and has held it in 29 quarters since. The position peaked at $11M in Q1 2022. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Western Wealth Management held 72,950 shares of iShares Core Dividend Growth ETF worth $5.12M as of Q1 2026.
Western Wealth Management bought 15,885 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.14M.
iShares Core Dividend Growth ETF made up 0.19% of Western Wealth Management's portfolio in Q1 2026, its #103 holding.
Western Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares Core Dividend Growth ETF position peaked at $11M in Q1 2022.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.