West Wealth Group, LLC DGRO — ISHARES TR

Ownership history in West Wealth Group, LLC  ·  9 quarters on record

AI Ownership Summary

West Wealth Group, LLC reported ISHARES TR (DGRO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.28% in 2024 Q1. The latest visible filing shows DGRO at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Wealth Group, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DGRO was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGRO stock page West Wealth Group, LLC fund profile West Wealth Group, LLC full holdings
How West Wealth Group, LLC held DGRO — position size vs. price
% of Fund (quarterly)    DGRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,859 -34 -0.3% 0.15% $762K 2026-05-12 $73.38
2025 Q4 ADDED — — — 10,893 +802 +7.9% 0.16% $756K 2026-01-26 $71.24
2025 Q3 REDUCED 9.3% +3.5% ❌ 10,091 -1,036 -9.3% 0.16% $688K 2025-10-27 $68.41
2025 Q2 REDUCED 16.6% +6.5% ❌ 11,127 -2,208 -16.6% 0.18% $721K 2025-08-13 $65.23
2025 Q1 ADDED — — — 13,335 +2,246 +20.3% 0.24% $822K 2025-05-05 $59.24
2024 Q4 REDUCED — — — 11,089 -248 -2.2% 0.20% $680K 2025-01-22 $61.24
2024 Q3 REDUCED — — — 11,337 -536 -4.5% 0.23% $711K 2024-10-23 $61.04
2024 Q2 REDUCED 9.5% +9.5% ❌ 11,873 -1,241 -9.5% 0.24% $684K 2024-08-01 $57.54
2024 Q1 INITIATED — — — 13,114 — — 0.28% $761K 2024-05-08 $54.69

🏢 Other funds also holding DGRO

As of 2026 Q1 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 18.56% Adirondack Capital Advisors, LLC 17.13% truNorth Financial Services, Inc. 16.48% Altus Wealth Management, LLC 3Y 13.78% 46 Peaks LLC 13.77% Gratus Wealth Advisors, LLC 12.36% Alliance Wealth Advisors, LLC 3Y 11.97% SVRN Asset Management, LLC 11.74% Objectivity Squared, LLC 11.33% Silver Coast Investments LLC 10.07%

FAQ About West Wealth Group, LLC and DGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Wealth Group, LLC reported owning DGRO?

West Wealth Group, LLC reported DGRO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DGRO position in West Wealth Group, LLC's portfolio?

The largest reported portfolio weight for DGRO was 0.28% in 2024 Q1.

What is the latest reported DGRO position on this page?

The most recent filing on this page is 2026 Q1, when West Wealth Group, LLC reported 10,859 shares, equal to 0.15% of portfolio, with an estimated market value of $762K.

What does the chart on this DGRO ownership page compare?

The chart compares West Wealth Group, LLC's quarterly DGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did West Wealth Group, LLC time their DGRO position?

Based on 13F filing dates vs. subsequent DGRO price moves, West Wealth Group, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on DGRO relative to SPY over the holding period was -4.2%.

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