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

Accurate 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	$275K	Buy	+3,571	New	+$263K	0.03%	478
2024 Q4	–	Sell	-35,893	Closed	-$2.28M	–	383
2024 Q3	$2.28M	Buy	35,893 +6,012	+20%	+$362K	0.46%	60
2024 Q2	$1.77M	Buy	29,881 +15,814	+112%	+$903K	0.42%	62
2024 Q1	$784K	Buy	+14,067	New	+$781K	0.23%	99
2023 Q3	–	Sell	-10,525	Closed	-$545K	–	274
2023 Q2	$545K	Buy	10,525 +307	+3%	+$15.4K	0.17%	125
2023 Q1	$514K	Buy	10,218 +9,500	+1,323%	+$477K	0.18%	132
2022 Q4	$36.5K	Buy	+718	New	+$35.2K	0.01%	533

Other funds holding DGRO

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

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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM