AWM
DGRO icon

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

Athena 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 		$451K Buy
5,954
+1
+0% +$74 0.34% 59
2026
Q1 		$418K Sell
5,953
-114
-2% -$8.17K 0.34% 66
2025
Q4 		$421K Buy
+6,067
New +$417K 0.41% 57

Other funds holding DGRO

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

Athena Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.02% in Q2 2026, buying an estimated $74 and bringing the position to 5,954 shares worth $451K. The position accounts for 0.34% of the portfolio, ranked #59.

Athena Wealth Management first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Athena Wealth Management held 5,954 shares of iShares Core Dividend Growth ETF worth $451K as of Q2 2026.
  • Athena Wealth Management bought 1 iShares Core Dividend Growth ETF share in Q2 2026, an estimated $74.
  • iShares Core Dividend Growth ETF made up 0.34% of Athena Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Athena Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.