Aventura Private Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Aventura Private 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	$2.05K	Hold	27	–	–	﹤0.01%	825
2026 Q1	$1.9K	Hold	27	–	–	﹤0.01%	751
2025 Q4	$1.87K	Hold	27	–	–	﹤0.01%	693
2025 Q3	$1.84K	Hold	27	–	–	﹤0.01%	684
2025 Q2	$1.73K	Hold	27	–	–	﹤0.01%	643
2025 Q1	$1.67K	Buy	+27	New	+$1.69K	﹤0.01%	620

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 22.9% 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

Aventura Private Wealth's DGRO Position: Q2 2026 in Review

Aventura Private Wealth held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 27 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Aventura Private Wealth first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Aventura Private Wealth held 27 shares of iShares Core Dividend Growth ETF worth $2.05K as of Q2 2026.
Aventura Private Wealth left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #825 holding.
Aventura Private Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.