Alta Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Alta Wealth Advisors’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	$720K	Buy	9,504 +1,431	+18%	+$106K	0.2%	89
2026 Q1	$567K	Buy	8,073 +864	+12%	+$61.9K	0.18%	101
2025 Q4	$500K	Buy	7,209 +26	+0.4%	+$1.79K	0.17%	103
2025 Q3	$489K	Buy	7,183 +22	+0.3%	+$1.45K	0.18%	93
2025 Q2	$458K	Buy	7,161 +20	+0.3%	+$1.22K	0.22%	73
2025 Q1	$441K	Buy	7,141 +20	+0.3%	+$1.25K	0.2%	87
2024 Q4	$437K	Sell	7,121 -572	-7%	-$36.1K	0.19%	95
2024 Q3	$482K	Buy	7,693 +194	+3%	+$11.7K	0.22%	87
2024 Q2	$432K	Sell	7,499 -670	-8%	-$38.3K	0.22%	86
2024 Q1	$474K	Buy	8,169 +22	+0.3%	+$1.22K	0.24%	80
2023 Q4	$438K	Sell	8,147 -250	-3%	-$12.7K	0.24%	85
2023 Q3	$416K	Hold	8,397	–	–	0.25%	96
2023 Q2	$433K	Buy	8,397 +20	+0.2%	+$1.01K	0.25%	100
2023 Q1	$419K	Buy	8,377 +23	+0.3%	+$1.16K	0.26%	101
2022 Q4	$418K	Buy	8,354 +1,636	+24%	+$80.3K	0.28%	103
2022 Q3	$299K	Buy	6,718 +35	+0.5%	+$1.72K	0.21%	119
2022 Q2	$318K	Buy	6,683 +1,369	+26%	+$69K	0.22%	116
2022 Q1	$284K	Sell	5,314 -1,330	-20%	-$71K	0.17%	129
2021 Q4	$369K	Buy	6,644 +28	+0.4%	+$1.49K	0.23%	118
2021 Q3	$332K	Buy	6,616 +25	+0.4%	+$1.29K	0.24%	119
2021 Q2	$332K	Buy	6,591 +26	+0.4%	+$1.3K	0.24%	118
2021 Q1	$317K	Buy	6,565 +29	+0.4%	+$1.34K	0.27%	116
2020 Q4	$293K	Buy	+6,536	New	+$278K	0.25%	114

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

Alta Wealth Advisors's DGRO Position: Q2 2026 in Review

Alta Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q2 2026, buying an estimated $106K and bringing the position to 9,504 shares worth $720K. The position accounts for 0.2% of the portfolio, ranked #89.

Alta Wealth Advisors first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Alta Wealth Advisors held 9,504 shares of iShares Core Dividend Growth ETF worth $720K as of Q2 2026.
Alta Wealth Advisors bought 1,431 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $106K.
iShares Core Dividend Growth ETF made up 0.2% of Alta Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Alta Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.