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Apeiron RIA’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Apeiron RIA’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
-3,489
Closed -$245K – 170
2026
Q1 		$245K Buy
3,489
+16
+0.5% +$1.15K 0.06% 181
2025
Q4 		$251K Sell
3,473
-7,789
-69% -$536K 0.05% 187
2025
Q3 		$761K Sell
11,262
-89
-0.8% -$5.88K 0.17% 99
2025
Q2 		$726K Buy
11,351
+322
+3% +$19.6K 0.19% 94
2025
Q1 		$681K Buy
11,029
+39
+0.4% +$2.44K 0.21% 95
2024
Q4 		$674K Buy
10,990
+48
+0.4% +$3.03K 0.19% 95
2024
Q3 		$686K Sell
10,942
-20
-0.2% -$1.21K 0.2% 89
2024
Q2 		$631K Buy
10,962
+39
+0.4% +$2.23K 0.19% 96
2024
Q1 		$634K Buy
10,923
+40
+0.4% +$2.22K 0.18% 95
2023
Q4 		$586K Buy
10,883
+110
+1% +$5.58K 0.18% 93
2023
Q3 		$534K Hold
10,773
– – 0.18% 95
2023
Q2 		$555K Buy
10,773
+38
+0.4% +$1.91K 0.19% 89
2023
Q1 		$537K Sell
10,735
-318
-3% -$16K 0.18% 88
2022
Q4 		$553K Sell
11,053
-217
-2% -$10.7K 0.21% 87
2022
Q3 		$503K Sell
11,270
-318
-3% -$15.7K 0.23% 84
2022
Q2 		$55 Sell
11,588
-1,944
-14% -$98K 0.02% 134
2022
Q1 		$722K Buy
13,532
+1,330
+11% +$71K 0.34% 58
2021
Q4 		$678K Buy
+12,202
New +$651K 0.28% 72

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apeiron RIA's DGRO Position: Q2 2026 in Review

Apeiron RIA sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,489 shares — an estimated $245K sold.

Apeiron RIA first reported a position in DGRO in Q4 2021 and held it in 18 quarters. The position peaked at $761K in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Apeiron RIA reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Apeiron RIA sold 3,489 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $245K.
  • Apeiron RIA first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 18 quarters.
  • Apeiron RIA's iShares Core Dividend Growth ETF position peaked at $761K in Q3 2025.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.