Acorn Financial Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Acorn Financial Advisory Services’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	$589K	Sell	7,769 -4,167	-35%	-$307K	0.08%	120
2026 Q1	$838K	Sell	11,936 -902	-7%	-$64.7K	0.11%	87
2025 Q4	$891K	Sell	12,838 -440	-3%	-$30.3K	0.13%	78
2025 Q3	$904K	Sell	13,278 -450	-3%	-$29.7K	0.14%	74
2025 Q2	$878K	Sell	13,728 -656	-5%	-$40K	0.14%	72
2025 Q1	$889K	Sell	14,384 -1,329	-8%	-$83.3K	0.16%	73
2024 Q4	$964K	Buy	15,713 +138	+0.9%	+$8.71K	0.16%	71
2024 Q3	$976K	Buy	15,575 +508	+3%	+$30.6K	0.17%	66
2024 Q2	$868K	Sell	15,067 -597	-4%	-$34.1K	0.16%	72
2024 Q1	$909K	Sell	15,664 -308	-2%	-$17.1K	0.17%	74
2023 Q4	$860K	Buy	15,972 +274	+2%	+$13.9K	0.15%	102
2023 Q3	$778K	Buy	15,698 +328	+2%	+$17K	0.14%	107
2023 Q2	$792K	Sell	15,370 -181	-1%	-$9.1K	0.14%	104
2023 Q1	$777K	Buy	15,551 +1,709	+12%	+$85.8K	0.15%	98
2022 Q4	$692K	Sell	13,842 -1,134	-8%	-$55.7K	0.15%	96
2022 Q3	$666K	Buy	14,976 +1,058	+8%	+$52.1K	0.16%	101
2022 Q2	$663K	Buy	13,918 +5,238	+60%	+$264K	0.16%	91
2022 Q1	$464K	Buy	8,680 +831	+11%	+$44.4K	0.09%	142
2021 Q4	$436K	Buy	7,849 +2,004	+34%	+$107K	0.09%	150
2021 Q3	$294K	Sell	5,845 -490	-8%	-$25.4K	0.09%	178
2021 Q2	$319K	Buy	+6,335	New	+$318K	0.09%	190

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

Acorn Financial Advisory Services's DGRO Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 35% in Q2 2026, selling an estimated $307K and leaving 7,769 shares worth $589K. The position accounts for 0.08% of the portfolio, ranked #120.

Acorn Financial Advisory Services first reported a position in DGRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $976K in Q3 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Acorn Financial Advisory Services held 7,769 shares of iShares Core Dividend Growth ETF worth $589K as of Q2 2026.
Acorn Financial Advisory Services sold 4,167 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $307K.
iShares Core Dividend Growth ETF made up 0.08% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #120 holding.
Acorn Financial Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 21 quarters since.
Acorn Financial Advisory Services's iShares Core Dividend Growth ETF position peaked at $976K in Q3 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.