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

Amplius 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	$223K	Sell	2,942 -511	-15%	-$37.7K	0.02%	195
2026 Q1	$242K	Buy	3,453 +102	+3%	+$7.31K	0.02%	157
2025 Q4	$233K	Hold	3,351	–	–	0.02%	162
2025 Q3	$228K	Sell	3,351 -794	-19%	-$52.5K	0.02%	161
2025 Q2	$265K	Sell	4,145 -441	-10%	-$26.9K	0.02%	169
2025 Q1	$283K	Buy	4,586 +1,300	+40%	+$81.5K	0.03%	141
2024 Q4	$202K	Hold	3,286	–	–	0.02%	172
2024 Q3	$206K	Buy	+3,286	New	+$198K	0.02%	171
2024 Q1	–	Sell	-4,686	Closed	-$252K	–	180
2023 Q4	$252K	Hold	4,686	–	–	0.03%	141
2023 Q3	$232K	Hold	4,686	–	–	0.03%	137
2023 Q2	$241K	Sell	4,686 -52	-1%	-$2.62K	0.03%	142
2023 Q1	$237K	Sell	4,738 -51	-1%	-$2.56K	0.03%	143
2022 Q4	$239K	Sell	4,789 -5,249	-52%	-$258K	0.04%	137
2022 Q3	$446K	Sell	10,038 -3,641	-27%	-$179K	0.08%	94
2022 Q2	$651K	Sell	13,679 -45,274	-77%	-$2.28M	0.11%	74
2022 Q1	$3.15M	Buy	58,953 +9,787	+20%	+$523K	0.48%	36
2021 Q4	$2.73M	Buy	+49,166	New	+$2.62M	0.38%	38

Other funds holding DGRO

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

Amplius Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 15% in Q2 2026, selling an estimated $37.7K and leaving 2,942 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #195.

Amplius Wealth Advisors first reported a position in DGRO in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.15M in Q1 2022. 439 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Amplius Wealth Advisors held 2,942 shares of iShares Core Dividend Growth ETF worth $223K as of Q2 2026.
Amplius Wealth Advisors sold 511 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $37.7K.
iShares Core Dividend Growth ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Amplius Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 17 quarters since.
Amplius Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $3.15M in Q1 2022.
439 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.