Avantra Family Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Avantra Family Wealth’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	$1.4M	Buy	18,467 +294	+2%	+$21.7K	0.89%	25
2026 Q1	$1.28M	Buy	18,173 +1,174	+7%	+$84.2K	0.95%	27
2025 Q4	$1.18M	Buy	16,999 +426	+3%	+$29.3K	0.86%	34
2025 Q3	$1.13M	Buy	16,573 +6,611	+66%	+$437K	0.84%	33
2025 Q2	$637K	Sell	9,962 -7,465	-43%	-$455K	0.53%	52
2025 Q1	$1.08M	Buy	17,427 +1,084	+7%	+$67.9K	1.03%	24
2024 Q4	$1M	Buy	+16,343	New	+$1.03M	0.94%	26

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Avantra Family Wealth's DGRO Position: Q2 2026 in Review

Avantra Family Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.6% in Q2 2026, buying an estimated $21.7K and bringing the position to 18,467 shares worth $1.4M. The position accounts for 0.89% of the portfolio, ranked #25.

Avantra Family Wealth first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 664 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Avantra Family Wealth held 18,467 shares of iShares Core Dividend Growth ETF worth $1.4M as of Q2 2026.
Avantra Family Wealth bought 294 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $21.7K.
iShares Core Dividend Growth ETF made up 0.89% of Avantra Family Wealth's portfolio in Q2 2026, its #25 holding.
Avantra Family Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
664 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.