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Acute Investment Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Acute Investment Advisory’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 		$240K Sell
3,165
-152
-5% -$11.2K 2.54% 17
2026
Q1 		$233K Buy
3,317
+334
+11% +$23.9K 2.61% 17
2025
Q4 		$207K Sell
2,983
-466
-14% -$32K 2.01% 15
2025
Q3 		$235K Sell
3,449
-808
-19% -$53.4K 1.97% 17
2025
Q2 		$272K Buy
+4,257
New +$260K 2.22% 16
2022
Q2 		– Sell
-68,444
Closed -$3.66M – 31
2022
Q1 		$3.66M Buy
+68,444
New +$3.65M 2.73% 14

Other funds holding DGRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Acute Investment Advisory's DGRO Position: Q2 2026 in Review

Acute Investment Advisory reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.6% in Q2 2026, selling an estimated $11.2K and leaving 3,165 shares worth $240K. The position accounts for 2.54% of the portfolio, ranked #17.

Acute Investment Advisory first reported a position in DGRO in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.66M in Q1 2022. 751 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Acute Investment Advisory held 3,165 shares of iShares Core Dividend Growth ETF worth $240K as of Q2 2026.
  • Acute Investment Advisory sold 152 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Core Dividend Growth ETF made up 2.54% of Acute Investment Advisory's portfolio in Q2 2026, its #17 holding.
  • Acute Investment Advisory first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 6 quarters since.
  • Acute Investment Advisory's iShares Core Dividend Growth ETF position peaked at $3.66M in Q1 2022.
  • 751 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Acute Investment Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.