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

Aprio 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	$10.5M	Buy	139,109 +8,320	+6%	+$614K	0.52%	46
2026 Q1	$9.18M	Buy	130,789 +6,459	+5%	+$463K	0.5%	47
2025 Q4	$8.63M	Buy	124,330 +900	+0.7%	+$61.9K	0.5%	47
2025 Q3	$8.4M	Buy	123,430 +3,668	+3%	+$242K	0.84%	25
2025 Q2	$7.66M	Buy	119,762 +2,757	+2%	+$168K	0.86%	24
2025 Q1	$7.23M	Buy	117,005 +6,694	+6%	+$419K	0.91%	26
2024 Q4	$6.77M	Sell	110,311 -1,437	-1%	-$90.7K	0.99%	22
2024 Q3	$7.01M	Buy	111,748 +1,919	+2%	+$116K	1.12%	20
2024 Q2	$6.33M	Sell	109,829 -11,592	-10%	-$662K	1.15%	16
2024 Q1	$7.05M	Buy	121,421 +22,193	+22%	+$1.23M	1.38%	17
2023 Q4	$5.34M	Buy	99,228 +18,082	+22%	+$917K	1.19%	22
2023 Q3	$4.02M	Buy	81,146 +15,450	+24%	+$800K	1.1%	21
2023 Q2	$3.39M	Buy	65,696 +51,248	+355%	+$2.58M	0.93%	21
2023 Q1	$722K	Buy	14,448 +5,344	+59%	+$268K	0.22%	46
2022 Q4	$455K	Buy	9,104 +151	+2%	+$7.41K	0.16%	68
2022 Q3	$398K	Buy	8,953 +3,287	+58%	+$162K	0.16%	66
2022 Q2	$270K	Hold	5,666	–	–	0.11%	81
2022 Q1	$303K	Buy	+5,666	New	+$303K	0.12%	69

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

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

Aprio Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.4% in Q2 2026, buying an estimated $614K and bringing the position to 139,109 shares worth $10.5M. The position accounts for 0.52% of the portfolio, ranked #46.

Aprio Wealth Management first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Aprio Wealth Management held 139,109 shares of iShares Core Dividend Growth ETF worth $10.5M as of Q2 2026.
Aprio Wealth Management bought 8,320 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $614K.
iShares Core Dividend Growth ETF made up 0.52% of Aprio Wealth Management's portfolio in Q2 2026, its #46 holding.
Aprio Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.