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

Altus 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	$33.7M	Buy	444,824 +3,185	+0.7%	+$235K	12.98%	5
2026 Q1	$31M	Buy	441,639 +1,697	+0.4%	+$122K	13.78%	4
2025 Q4	$30.5M	Buy	439,942 +5,091	+1%	+$350K	13.17%	4
2025 Q3	$29.6M	Buy	434,851 +6,997	+2%	+$462K	13.11%	4
2025 Q2	$27.4M	Buy	427,854 +3,599	+0.8%	+$219K	13.09%	4
2025 Q1	$26.2M	Buy	424,255 +1,326	+0.3%	+$83.1K	12.27%	4
2024 Q4	$25.9M	Buy	422,929 +10,193	+2%	+$643K	11.6%	4
2024 Q3	$25.9M	Sell	412,736 -2,598	-0.6%	-$157K	12.14%	4
2024 Q2	$23.9M	Buy	415,334 +4,476	+1%	+$256K	11.5%	4
2024 Q1	$23.9M	Buy	410,858 +5,196	+1%	+$288K	12.55%	4
2023 Q4	$21.8M	Buy	405,662 +226,744	+127%	+$11.5M	13.06%	3
2023 Q3	$8.86M	Buy	+178,918	New	+$9.26M	6.16%	6

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

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

Altus Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.72% in Q2 2026, buying an estimated $235K and bringing the position to 444,824 shares worth $33.7M. The position accounts for 12.98% of the portfolio, ranked #5.

Altus Wealth Management first reported a position in DGRO in Q3 2023 and has held it in 12 quarters since. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Altus Wealth Management held 444,824 shares of iShares Core Dividend Growth ETF worth $33.7M as of Q2 2026.
Altus Wealth Management bought 3,185 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $235K.
iShares Core Dividend Growth ETF made up 12.98% of Altus Wealth Management's portfolio in Q2 2026, its #5 holding.
Altus Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 12 quarters since.
665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.