AWM
DGRO icon

Alterna Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Alterna 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 		– Sell
-5,871
Closed -$412K – 112
2026
Q1 		$412K Sell
5,871
-292
-5% -$20.9K 0.31% 66
2025
Q4 		$428K Sell
6,163
-2,482
-29% -$171K 0.36% 69
2025
Q3 		$589K Sell
8,645
-1,477
-15% -$97.6K 0.48% 54
2025
Q2 		$647K Buy
10,122
+135
+1% +$8.23K 0.52% 51
2025
Q1 		$617K Buy
9,987
+3,133
+46% +$196K 0.47% 49
2024
Q4 		$420K Hold
6,854
– – 0.35% 58
2024
Q3 		$430K Hold
6,854
– – 0.39% 57
2024
Q2 		$395K Hold
6,854
– – 0.35% 69
2024
Q1 		$398K Buy
6,854
+305
+5% +$16.9K 0.32% 60
2023
Q4 		$352K Buy
6,549
+2,310
+54% +$117K 0.42% 55
2023
Q3 		$210K Sell
4,239
-147
-3% -$7.61K 0.27% 67
2023
Q2 		$226K Hold
4,386
– – 0.26% 89
2023
Q1 		$219K Sell
4,386
-36
-0.8% -$1.81K 0.27% 80
2022
Q4 		$221K Buy
+4,422
New +$217K 0.25% 82
2020
Q4 		$387K Hold
8,641
– – 0.49% 51
2020
Q3 		$344K Hold
8,641
– – 0.5% 44
2020
Q2 		$325K Sell
8,641
-11,618
-57% -$422K 0.39% 70
2020
Q1 		$660K Sell
20,259
-9,576
-32% -$375K 0.95% 28
2019
Q4 		$1.25M Hold
29,835
– – 1.39% 22
2019
Q3 		$1.17M Sell
29,835
-4,456
-13% -$172K 1.38% 20
2019
Q2 		$1.31M Buy
34,291
+20,545
+149% +$770K 1.57% 22
2019
Q1 		$505K Buy
13,746
+416
+3% +$14.8K 0.43% 60
2018
Q4 		$442K Buy
+13,330
New +$469K 0.07% 195

Other funds holding DGRO

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

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

Alterna Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 5,871 shares — an estimated $412K sold.

Alterna Wealth Management first reported a position in DGRO in Q4 2018 and held it in 23 quarters. The position peaked at $1.31M in Q2 2019. 618 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Alterna Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Alterna Wealth Management sold 5,871 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $412K.
  • Alterna Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and held it in 23 quarters.
  • Alterna Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.31M in Q2 2019.
  • 618 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.