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

American 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	$475K	Buy	6,263 +28	+0.4%	+$2.07K	0.45%	30
2026 Q1	$438K	Sell	6,235 -844	-12%	-$60.5K	0.46%	30
2025 Q4	$491K	Buy	7,079 +46	+0.7%	+$3.16K	0.48%	26
2025 Q3	$479K	Buy	+7,033	New	+$465K	0.47%	25

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

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

American Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.45% in Q2 2026, buying an estimated $2.07K and bringing the position to 6,263 shares worth $475K. The position accounts for 0.45% of the portfolio, ranked #30.

American Wealth Advisors first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

American Wealth Advisors held 6,263 shares of iShares Core Dividend Growth ETF worth $475K as of Q2 2026.
American Wealth Advisors bought 28 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.07K.
iShares Core Dividend Growth ETF made up 0.45% of American Wealth Advisors's portfolio in Q2 2026, its #30 holding.
American Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
American Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $491K in Q4 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.