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

Abound 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	$146K	Buy	1,929 +1,647	+584%	+$122K	0.03%	124
2026 Q1	$19.8K	Sell	282 -75	-21%	-$5.38K	﹤0.01%	406
2025 Q4	$24.8K	Buy	357 +113	+46%	+$7.77K	0.01%	327
2025 Q3	$16.6K	Buy	244 +78	+47%	+$5.16K	﹤0.01%	399
2025 Q2	$10.6K	Hold	166	–	–	﹤0.01%	433
2025 Q1	$10.3K	Hold	166	–	–	﹤0.01%	399
2024 Q4	$10.2K	Sell	166 -3,717	-96%	-$235K	﹤0.01%	382
2024 Q3	$243K	Buy	+3,883	New	+$234K	0.08%	56
2024 Q2	–	Sell	-37	Closed	-$2.15K	–	1205
2024 Q1	$2.15K	Buy	+37	New	+$2.05K	﹤0.01%	672
2023 Q4	–	Sell	-424	Closed	-$21K	–	1369
2023 Q3	$21K	Buy	424 +394	+1,313%	+$20.4K	0.01%	211
2023 Q2	$1.55K	Buy	+30	New	+$1.51K	﹤0.01%	675
2022 Q4	–	Sell	-1,024	Closed	-$45.5K	–	741
2022 Q3	$45.5K	Buy	+1,024	New	+$50.4K	0.02%	120

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

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

Abound Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 584% in Q2 2026, buying an estimated $122K and bringing the position to 1,929 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #124.

Abound Wealth Management first reported a position in DGRO in Q3 2022 and has held it in 12 quarters since. The position peaked at $243K in Q3 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Abound Wealth Management held 1,929 shares of iShares Core Dividend Growth ETF worth $146K as of Q2 2026.
Abound Wealth Management bought 1,647 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $122K.
iShares Core Dividend Growth ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #124 holding.
Abound Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 12 quarters since.
Abound Wealth Management's iShares Core Dividend Growth ETF position peaked at $243K in Q3 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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