Westfuller Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Westfuller Advisors’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	$2.25M	Sell	32,073 -1,474	-4%	-$106K	0.97%	28
2025 Q4	$2.33M	Buy	33,547 +215	+0.6%	+$14.8K	0.94%	31
2025 Q3	$2.27M	Buy	33,332 +181	+0.5%	+$12K	1.03%	28
2025 Q2	$2.12M	Hold	33,151	–	–	1.21%	21
2025 Q1	$2.05M	Sell	33,151 -2,252	-6%	-$141K	1.37%	20
2024 Q4	$2.17M	Sell	35,403 -4,132	-10%	-$261K	1.38%	21
2024 Q3	$2.48M	Buy	+39,535	New	+$2.38M	1.78%	15
2024 Q1	$2.3M	Buy	+39,535	New	+$2.19M	2.75%	10

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

Westfuller Advisors's DGRO Position: Q1 2026 in Review

Westfuller Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.4% in Q1 2026, selling an estimated $106K and leaving 32,073 shares worth $2.25M. The position accounts for 0.97% of the portfolio, ranked #28.

Westfuller Advisors first reported a position in DGRO in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Westfuller Advisors held 32,073 shares of iShares Core Dividend Growth ETF worth $2.25M as of Q1 2026.
Westfuller Advisors sold 1,474 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $106K.
iShares Core Dividend Growth ETF made up 0.97% of Westfuller Advisors's portfolio in Q1 2026, its #28 holding.
Westfuller Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's iShares Core Dividend Growth ETF position peaked at $2.48M in Q3 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.