Advisor OS’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Advisor OS’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	$578K	Sell	7,622 -330	-4%	-$24.3K	0.04%	286
2026 Q1	$558K	Buy	7,952 +4,479	+129%	+$321K	0.04%	281
2025 Q4	$241K	Sell	3,473 -477	-12%	-$32.8K	0.02%	428
2025 Q3	$269K	Buy	3,950 +4	+0.1%	+$264	0.02%	390
2025 Q2	$252K	Buy	+3,946	New	+$241K	0.02%	387
2024 Q1	–	Sell	-4,176	Closed	-$225K	–	392
2023 Q4	$225K	Buy	+4,176	New	+$212K	0.03%	305
2023 Q3	–	Sell	-3,996	Closed	-$206K	–	293
2023 Q2	$206K	Buy	+3,996	New	+$201K	0.03%	284

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

Advisor OS's DGRO Position: Q2 2026 in Review

Advisor OS reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.1% in Q2 2026, selling an estimated $24.3K and leaving 7,622 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #286.

Advisor OS first reported a position in DGRO in Q2 2023 and has held it in 7 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Advisor OS held 7,622 shares of iShares Core Dividend Growth ETF worth $578K as of Q2 2026.
Advisor OS sold 330 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $24.3K.
iShares Core Dividend Growth ETF made up 0.04% of Advisor OS's portfolio in Q2 2026, its #286 holding.
Advisor OS first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 7 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.