Arax Advisory Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Arax Advisory Partners’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	$7.88M	Buy	103,972 +61,292	+144%	+$4.52M	0.05%	359
2026 Q1	$3M	Buy	42,680 +27,451	+180%	+$1.97M	0.08%	190
2025 Q4	$1.06M	Buy	+15,229	New	+$1.05M	0.03%	372
2025 Q3	–	Sell	-6,936	Closed	-$443K	–	3748
2025 Q2	$443K	Buy	6,936 +2,839	+69%	+$173K	0.02%	420
2025 Q1	$253K	Sell	4,097 -126	-3%	-$7.9K	0.02%	474
2024 Q4	$259K	Buy	4,223 +2,372	+128%	+$150K	0.02%	430
2024 Q3	$116K	Buy	1,851 +12	+0.7%	+$723	0.01%	464
2024 Q2	$106K	Buy	1,839 +9	+0.5%	+$514	0.01%	461
2024 Q1	$106K	Buy	1,830 +10	+0.5%	+$555	0.01%	378
2023 Q4	$98K	Buy	1,820 +26	+1%	+$1.32K	0.01%	382
2023 Q3	$88.8K	Hold	1,794	–	–	0.01%	368
2023 Q2	$92.4K	Sell	1,794 -20	-1%	-$1.01K	0.01%	359
2023 Q1	$90.7K	Sell	1,814 -116	-6%	-$5.82K	0.01%	362
2022 Q4	$96.5K	Buy	1,930 +25	+1%	+$1.23K	0.01%	339
2022 Q3	$85K	Sell	1,905 -149	-7%	-$7.33K	0.01%	334
2022 Q2	$98K	Buy	2,054 +553	+37%	+$27.9K	0.01%	318
2022 Q1	$80K	Buy	1,501 +350	+30%	+$18.7K	0.01%	376
2021 Q4	$64K	Buy	1,151 +11	+1%	+$587	0.01%	427
2021 Q3	$57K	Hold	1,140	–	–	0.01%	434
2021 Q2	$57K	Buy	+1,140	New	+$57.2K	0.01%	446
2020 Q4	$3K	Hold	57	–	–	﹤0.01%	644
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	639
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	630
2020 Q1	$2K	Hold	57	–	–	﹤0.01%	624
2019 Q4	$2K	Hold	57	–	–	﹤0.01%	551
2019 Q3	$2K	Hold	57	–	–	﹤0.01%	552
2019 Q2	$2K	Buy	+57	New	+$2.14K	﹤0.01%	550
2018 Q4	$2K	Hold	57	–	–	﹤0.01%	526
2018 Q3	$2K	Buy	+57	New	+$2.07K	﹤0.01%	567

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

Arax Advisory Partners's DGRO Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 144% in Q2 2026, buying an estimated $4.52M and bringing the position to 103,972 shares worth $7.88M. The position accounts for 0.05% of the portfolio, ranked #359.

Arax Advisory Partners first reported a position in DGRO in Q3 2018 and has held it in 29 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Arax Advisory Partners held 103,972 shares of iShares Core Dividend Growth ETF worth $7.88M as of Q2 2026.
Arax Advisory Partners bought 61,292 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $4.52M.
iShares Core Dividend Growth ETF made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #359 holding.
Arax Advisory Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2018 and has held it in 29 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.