Atomi Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Atomi Financial Group’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	$2.12M	Sell	28,000 -1,966	-7%	-$145K	0.06%	254
2026 Q1	$2.1M	Buy	29,966 +336	+1%	+$24.1K	0.06%	236
2025 Q4	$2.06M	Buy	29,630 +482	+2%	+$33.1K	0.06%	235
2025 Q3	$1.98M	Buy	29,148 +400	+1%	+$26.4K	0.06%	205
2025 Q2	$1.84M	Buy	28,748 +49	+0.2%	+$2.99K	0.07%	198
2025 Q1	$1.77M	Buy	28,699 +82	+0.3%	+$5.14K	0.08%	190
2024 Q4	$1.76M	Sell	28,617 -16	-0.1%	-$1.01K	0.09%	160
2024 Q3	$1.8M	Buy	28,633 +631	+2%	+$38K	0.11%	147
2024 Q2	$1.61M	Buy	28,002 +4,517	+19%	+$258K	0.12%	140
2024 Q1	$1.36M	Buy	23,485 +382	+2%	+$21.2K	0.13%	148
2023 Q4	$1.24M	Buy	23,103 +828	+4%	+$42K	0.17%	116
2023 Q3	$1.1M	Buy	22,275 +8,131	+57%	+$421K	0.37%	74
2023 Q2	$729K	Sell	14,144 -340	-2%	-$17.1K	0.33%	90
2023 Q1	$724K	Buy	+14,484	New	+$727K	0.4%	71

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

Atomi Financial Group's DGRO Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 6.6% in Q2 2026, selling an estimated $145K and leaving 28,000 shares worth $2.12M. The position accounts for 0.06% of the portfolio, ranked #254.

Atomi Financial Group first reported a position in DGRO in Q1 2023 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Atomi Financial Group held 28,000 shares of iShares Core Dividend Growth ETF worth $2.12M as of Q2 2026.
Atomi Financial Group sold 1,966 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $145K.
iShares Core Dividend Growth ETF made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #254 holding.
Atomi Financial Group first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.