How many shares of DGRO does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 45,256 shares of DGRO (ISHARES CORE DIVIDEND GROWTH).

What is AE Wealth Management LLC's DGRO position worth?

As of 2026-Q2, AE Wealth Management LLC's DGRO position is worth $3.4M.

Is AE Wealth Management LLC buying or selling DGRO?

In 2026-Q2, AE Wealth Management LLC increased their DGRO position (+1.3% change in shares).

When did AE Wealth Management LLC first buy DGRO?

Based on available 13F filings, AE Wealth Management LLC first reported a position in DGRO in 2019-Q1. They have held the position across 30 quarters.

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AE Wealth Management LLC

DGRO
30 quarters

Position history for AE Wealth Management LLC's holdings in ISHARES CORE DIVIDEND GROWTH

Current Value

$3.4M

Current Shares

45,256

Total Value Change

+$3.1M

Total Shares Change

+35,775

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	45,256	+1.3%	$3.4M	0.0%	$75.79	27
2026-Q1	Decreased	44,697	-7.2%	$3.1M	0.0%	$73.07	0
2025-Q4	Increased	48,144	+48.8%	$3.3M	0.0%	$69.93	36
2025-Q3	Decreased	32,349	-2.1%	$2.2M	0.0%	$67.29	0
2025-Q2	Decreased	33,047	-31.4%	$2.1M	0.0%	$62.87	0
2025-Q1	Decreased	48,144	-20.8%	$3M	0.0%	$60.12	0
2024-Q4	Decreased	60,774	-47.8%	$3.7M	0.0%	$59.91	0
2024-Q3	Increased	116,335	+5.4%	$7.3M	0.1%	$60.68	29
2024-Q2	Increased	110,378	+259.4%	$6.4M	0.1%	$55.66	44
2024-Q1	Decreased	30,713	-95.8%	$1.8M	0.0%	$55.81	0
2023-Q4	Decreased	733,466	-0.5%	$40.1M	0.2%	$51.45	0
2023-Q3	Increased	736,950	+14.8%	$36.5M	0.2%	$47.03	40
2023-Q2	Increased	641,946	+5.2%	$33.1M	0.2%	$48.11	36
2023-Q1	Decreased	610,412	-15.2%	$30.5M	0.2%	$46.32	0
2022-Q4	Decreased	720,005	-1.4%	$36M	0.3%	$46.58	0
2022-Q3	Decreased	730,614	-8.3%	$32.5M	0.3%	$41.73	0
2022-Q2	Decreased	796,856	-73.6%	$38M	0.3%	$43.87	0
2022-Q1	Increased	3M	+26.1%	$161.3M	1.1%	$49.56	59
2021-Q4	Increased	2.4M	+390.8%	$133.1M	0.9%	$50.56	69
2021-Q3	Increased	488,003	+100.7%	$24.5M	0.2%	$46.13	55
2021-Q2	Decreased	243,140	-77.9%	$12.2M	0.1%	$45.26	0
2021-Q1	Increased	1.1M	+420.3%	$53.2M	0.5%	$43.32	67
2020-Q4	Increased	211,840	+53.9%	$9.5M	0.1%	$39.61	46
2020-Q3	Increased	137,674	+18.4%	$5.5M	0.1%	$34.94	32
2020-Q2	Increased	116,266	+255.5%	$4.4M	0.1%	$32.67	43
2020-Q1	Decreased	32,703	-90.0%	$1.1M	0.0%	$29.08	0
2019-Q4	Increased	325,327	+1297.1%	$13.7M	0.3%	$36.39	54
2019-Q3	Decreased	23,286	-20.8%	$911,000	0.0%	$33.60	0
2019-Q2	Increased	29,404	+210.1%	$1.1M	0.0%	$32.72	41
2019-Q1	New	9,481	-	$348,000	0.0%	$31.29	33

Other major holders of DGRO: Steward Partners Investment Advisory, LLC, Wealthfront Advisers LLC, First Command Advisory Services, Inc.

DGRO30 quarters

DGRO
30 quarters