Ameritas Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ameritas Advisory Services’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	$10.2M	Buy	135,126 +113,961	+538%	+$8.41M	0.21%	97
2026 Q1	$1.49M	Buy	21,165 +1,547	+8%	+$111K	0.06%	285
2025 Q4	$1.36M	Sell	19,618 -60,972	-76%	-$4.19M	0.05%	306
2025 Q3	$5.49M	Buy	80,590 +65,544	+436%	+$4.33M	0.36%	55
2025 Q2	$962K	Sell	15,046 -17,315	-54%	-$1.06M	0.05%	356
2025 Q1	$1.99M	Sell	32,361 -34,434	-52%	-$2.16M	0.08%	238
2024 Q4	$4.1M	Buy	66,795 +35,210	+111%	+$2.22M	0.14%	142
2024 Q3	$1.98M	Sell	31,585 -25,083	-44%	-$1.51M	0.09%	234
2024 Q2	$3.26M	Buy	56,668 +779	+1%	+$44.5K	0.12%	169
2024 Q1	$3.14M	Buy	55,889 +45,368	+431%	+$2.52M	0.13%	169
2023 Q4	$578K	Sell	10,521 -37,757	-78%	-$1.91M	0.03%	396
2023 Q3	$2.39M	Sell	48,278 -828	-2%	-$42.9K	0.12%	178
2023 Q2	$2.49M	Sell	49,106 -7,533	-13%	-$379K	0.32%	66
2023 Q1	$2.84M	Sell	56,639 -9,397	-14%	-$472K	0.14%	142
2022 Q4	$3.3M	Buy	66,036 +26,095	+65%	+$1.28M	0.15%	140
2022 Q3	$1.78M	Sell	39,941 -1,462	-4%	-$72K	0.11%	184
2022 Q2	$1.97M	Buy	41,403 +1,256	+3%	+$63.3K	0.11%	177
2022 Q1	$2.14M	Sell	40,147 -5,116	-11%	-$273K	0.08%	202
2021 Q4	$2.52M	Buy	+45,263	New	+$2.42M	0.09%	192

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

Ameritas Advisory Services's DGRO Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 538% in Q2 2026, buying an estimated $8.41M and bringing the position to 135,126 shares worth $10.2M. The position accounts for 0.21% of the portfolio, ranked #97.

Ameritas Advisory Services first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Ameritas Advisory Services held 135,126 shares of iShares Core Dividend Growth ETF worth $10.2M as of Q2 2026.
Ameritas Advisory Services bought 113,961 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $8.41M.
iShares Core Dividend Growth ETF made up 0.21% of Ameritas Advisory Services's portfolio in Q2 2026, its #97 holding.
Ameritas Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.