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

Aaron Wealth 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 Q2	–	Sell	-3,224	Closed	-$226K	–	713
2026 Q1	$226K	Hold	3,224	–	–	0.01%	643
2025 Q4	$224K	Hold	3,224	–	–	0.01%	641
2025 Q3	$219K	Hold	3,224	–	–	0.01%	605
2025 Q2	$206K	Buy	+3,224	New	+$197K	0.02%	470
2025 Q1	–	Sell	-4,473	Closed	-$274K	–	462
2024 Q4	$274K	Buy	+4,473	New	+$282K	0.03%	343
2023 Q1	–	Sell	-5,581	Closed	-$279K	–	256
2022 Q4	$279K	Buy	+5,581	New	+$274K	0.04%	203

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

Aaron Wealth Advisors's DGRO Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,224 shares — an estimated $226K sold.

Aaron Wealth Advisors first reported a position in DGRO in Q4 2022 and held it in 6 quarters. The position peaked at $279K in Q4 2022. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Aaron Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 3,224 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $226K.
Aaron Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 6 quarters.
Aaron Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $279K in Q4 2022.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.