4J Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

4J 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	$3.75M	Buy	49,430 +12,870	+35%	+$949K	1.84%	13
2026 Q1	$2.57M	Sell	36,560 -163	-0.4%	-$11.7K	1.46%	16
2025 Q4	$2.55M	Sell	36,723 -789	-2%	-$54.3K	1.46%	15
2025 Q3	$2.55M	Sell	37,512 -1,266	-3%	-$83.7K	1.5%	16
2025 Q2	$2.48M	Sell	38,778 -573	-1%	-$34.9K	1.67%	16
2025 Q1	$2.43M	Sell	39,351 -131,609	-77%	-$8.25M	1.92%	12
2024 Q4	$10.5M	Buy	170,960 +11,695	+7%	+$738K	8.49%	2
2024 Q3	$9.98M	Buy	159,265 +579	+0.4%	+$34.9K	7.73%	2
2024 Q2	$9.14M	Sell	158,686 -46,661	-23%	-$2.67M	7.56%	2
2024 Q1	$11.9M	Buy	205,347 +770	+0.4%	+$42.7K	10.29%	2
2023 Q4	$11M	Buy	204,577 +2,810	+1%	+$142K	10.06%	2
2023 Q3	$9.99M	Buy	201,767 +30,578	+18%	+$1.58M	9.95%	1
2023 Q2	$8.82M	Buy	171,189 +5,034	+3%	+$253K	8.56%	1
2023 Q1	$8.31M	Buy	166,155 +160,913	+3,070%	+$8.08M	8.92%	1
2022 Q4	$262K	Buy	+5,242	New	+$257K	0.3%	63

Other funds holding DGRO

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

4J Wealth Management's DGRO Position: Q2 2026 in Review

4J Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 35% in Q2 2026, buying an estimated $949K and bringing the position to 49,430 shares worth $3.75M. The position accounts for 1.84% of the portfolio, ranked #13.

4J Wealth Management first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q1 2024. 608 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

4J Wealth Management held 49,430 shares of iShares Core Dividend Growth ETF worth $3.75M as of Q2 2026.
4J Wealth Management bought 12,870 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $949K.
iShares Core Dividend Growth ETF made up 1.84% of 4J Wealth Management's portfolio in Q2 2026, its #13 holding.
4J Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
4J Wealth Management's iShares Core Dividend Growth ETF position peaked at $11.9M in Q1 2024.
608 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.