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

49 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 Q2	$433K	Buy	+5,716	New	+$422K	0.08%	111
2026 Q1	–	Sell	-3,737	Closed	-$259K	–	214
2025 Q4	$259K	Buy	+3,737	New	+$257K	0.02%	167

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

49 Wealth Management's DGRO Position: Q2 2026 in Review

49 Wealth Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 5,716 shares worth $433K. The stake represents 0.08% of the portfolio and ranks #111 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in DGRO as recently as Q4 2025.

49 Wealth Management first reported a position in DGRO in Q4 2025 and has held it in 2 quarters since. 1,347 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

49 Wealth Management held 5,716 shares of iShares Core Dividend Growth ETF worth $433K as of Q2 2026.
iShares Core Dividend Growth ETF was a new 49 Wealth Management position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.08% of 49 Wealth Management's portfolio in Q2 2026, its #111 holding.
49 Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 2 quarters since.
1,347 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.