Arrowroot Family Office’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Arrowroot Family Office’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	$1.03M	Buy	13,597 +3,962	+41%	+$292K	0.3%	69
2026 Q1	$676K	Buy	9,635 +1,444	+18%	+$104K	0.22%	90
2025 Q4	$569K	Sell	8,191 -891	-10%	-$61.3K	0.21%	85
2025 Q3	$618K	Buy	9,082 +2,059	+29%	+$136K	0.25%	81
2025 Q2	$449K	Buy	+7,023	New	+$428K	0.2%	86
2024 Q4	$468K	Sell	7,629 -2,882	-27%	-$182K	0.24%	82
2024 Q3	$659K	Sell	10,511 -2,006	-16%	-$121K	0.38%	61
2024 Q2	$721K	Sell	12,517 -273	-2%	-$15.6K	0.46%	55
2024 Q1	$743K	Sell	12,790 -1,507	-11%	-$83.7K	0.48%	53
2023 Q4	$769K	Buy	14,297 +160	+1%	+$8.11K	0.54%	50
2023 Q3	$700K	Sell	14,137 -418	-3%	-$21.6K	0.55%	50
2023 Q2	$750K	Buy	14,555 +866	+6%	+$43.6K	0.57%	51
2023 Q1	$684K	Buy	+13,689	New	+$687K	0.58%	48

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

Arrowroot Family Office's DGRO Position: Q2 2026 in Review

Arrowroot Family Office increased its iShares Core Dividend Growth ETF (DGRO) stake by 41% in Q2 2026, buying an estimated $292K and bringing the position to 13,597 shares worth $1.03M. The position accounts for 0.3% of the portfolio, ranked #69.

Arrowroot Family Office first reported a position in DGRO in Q1 2023 and has held it in 13 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Arrowroot Family Office held 13,597 shares of iShares Core Dividend Growth ETF worth $1.03M as of Q2 2026.
Arrowroot Family Office bought 3,962 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $292K.
iShares Core Dividend Growth ETF made up 0.3% of Arrowroot Family Office's portfolio in Q2 2026, its #69 holding.
Arrowroot Family Office first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 13 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.