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

Accel 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	$19.6M	Buy	258,988 +15,988	+7%	+$1.18M	4.42%	1
2026 Q1	$17.1M	Buy	243,000 +12,875	+6%	+$923K	4.45%	1
2025 Q4	$16M	Buy	230,125 +7,305	+3%	+$502K	4.37%	1
2025 Q3	$15.2M	Buy	222,820 +6,827	+3%	+$451K	4.41%	1
2025 Q2	$13.8M	Buy	215,993 +2,422	+1%	+$148K	4.61%	1
2025 Q1	$13.2M	Buy	213,571 +51,538	+32%	+$3.23M	4.77%	1
2024 Q4	$9.94M	Buy	162,033 +3,916	+2%	+$247K	3.77%	2
2024 Q3	$9.91M	Buy	158,117 +1,104	+0.7%	+$66.5K	3.69%	2
2024 Q2	$9.05M	Sell	157,013 -454	-0.3%	-$25.9K	3.62%	2
2024 Q1	$9.14M	Buy	157,467 +1,409	+0.9%	+$78.2K	3.88%	2
2023 Q4	$8.4M	Sell	156,058 -776	-0.5%	-$39.3K	4.22%	2
2023 Q3	$7.77M	Buy	156,834 +1,126	+0.7%	+$58.3K	4.33%	2
2023 Q2	$8.02M	Buy	155,708 +597	+0.4%	+$30K	4.42%	2
2023 Q1	$7.75M	Buy	155,111 +103	+0.1%	+$5.17K	3.17%	2
2022 Q4	$7.75M	Sell	155,008 -5,070	-3%	-$249K	3.71%	2
2022 Q3	$7.5M	Buy	160,078 +3,384	+2%	+$167K	4%	1
2022 Q2	$7.56M	Sell	156,694 -1,867	-1%	-$94.1K	4.34%	1
2022 Q1	$8.48M	Buy	158,561 +8,435	+6%	+$450K	4.38%	1
2021 Q4	$8.34M	Buy	150,126 +38,453	+34%	+$2.05M	4.09%	1
2021 Q3	$5.61M	Buy	111,673 +8,920	+9%	+$462K	3.62%	1
2021 Q2	$5.17M	Buy	102,753 +26,611	+35%	+$1.34M	3.43%	1
2021 Q1	$3.67M	Buy	76,142 +26,403	+53%	+$1.22M	2.98%	2
2020 Q4	$2.23M	Buy	+49,739	New	+$2.11M	2.08%	6

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

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

Accel Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.6% in Q2 2026, buying an estimated $1.18M and bringing the position to 258,988 shares worth $19.6M. The position accounts for 4.42% of the portfolio, ranked #1.

Accel Wealth Management first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. 618 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Accel Wealth Management held 258,988 shares of iShares Core Dividend Growth ETF worth $19.6M as of Q2 2026.
Accel Wealth Management bought 15,988 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.18M.
iShares Core Dividend Growth ETF made up 4.42% of Accel Wealth Management's portfolio in Q2 2026, its #1 holding.
Accel Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
618 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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