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

Arkadios 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	$13.9M	Sell	183,918 -7,927	-4%	-$585K	0.21%	98
2026 Q1	$13.5M	Sell	191,845 -61,110	-24%	-$4.38M	0.22%	97
2025 Q4	$17.6M	Buy	252,955 +109,343	+76%	+$7.52M	0.34%	52
2025 Q3	$9.78M	Sell	143,612 -11,905	-8%	-$787K	0.23%	90
2025 Q2	$9.94M	Sell	155,517 -1,009	-0.6%	-$61.5K	0.29%	62
2025 Q1	$9.67M	Buy	156,526 +22,775	+17%	+$1.43M	0.37%	51
2024 Q4	$8.2M	Sell	133,751 -534	-0.4%	-$33.7K	0.45%	43
2024 Q3	$8.42M	Buy	134,285 +4,166	+3%	+$251K	0.48%	39
2024 Q2	$7.5M	Buy	130,119 +110,617	+567%	+$6.32M	0.51%	39
2024 Q1	$1.13M	Buy	19,502 +3,656	+23%	+$203K	0.09%	219
2023 Q4	$853K	Buy	15,846 +8,953	+130%	+$454K	0.07%	252
2023 Q3	$341K	Buy	+6,893	New	+$357K	0.03%	443
2022 Q2	–	Sell	-3,810	Closed	-$203K	–	558
2022 Q1	$203K	Sell	3,810 -350	-8%	-$18.7K	0.03%	533
2021 Q4	$231K	Buy	4,160 +9	+0.2%	+$480	0.03%	510
2021 Q3	$208K	Sell	4,151 -35,880	-90%	-$1.86M	0.03%	496
2021 Q2	$2.02M	Buy	40,031 +1,542	+4%	+$77.4K	0.25%	112
2021 Q1	$1.86M	Buy	38,489 +4,709	+14%	+$218K	0.31%	84
2020 Q4	$1.51M	Buy	33,780 +33,515	+12,647%	+$1.42M	0.32%	84
2020 Q3	$11K	Sell	265 -224	-46%	-$8.9K	0.01%	730
2020 Q2	$18.8K	Buy	489 +3	+0.6%	+$109	0.01%	550
2020 Q1	$15.8K	Hold	486	–	–	0.01%	536
2019 Q4	$20.9K	Buy	+486	New	+$19.7K	0.01%	447

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

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

Arkadios Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.1% in Q2 2026, selling an estimated $585K and leaving 183,918 shares worth $13.9M. The position accounts for 0.21% of the portfolio, ranked #98.

Arkadios Wealth Advisors first reported a position in DGRO in Q4 2019 and has held it in 22 quarters since. The position peaked at $17.6M in Q4 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Arkadios Wealth Advisors held 183,918 shares of iShares Core Dividend Growth ETF worth $13.9M as of Q2 2026.
Arkadios Wealth Advisors sold 7,927 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $585K.
iShares Core Dividend Growth ETF made up 0.21% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Arkadios Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 22 quarters since.
Arkadios Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $17.6M in Q4 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.