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

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

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

Accurate Wealth Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 3,571 shares worth $275K. The stake represents 0.03% of the portfolio and ranks #478 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in DGRO as recently as Q3 2024.

Accurate Wealth Management first reported a position in DGRO in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.28M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Accurate Wealth Management held 3,571 shares of iShares Core Dividend Growth ETF worth $275K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Accurate Wealth Management position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #478 holding.
Accurate Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 7 quarters since.
Accurate Wealth Management's iShares Core Dividend Growth ETF position peaked at $2.28M in Q3 2024.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.