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

Avior 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	$161M	Buy	2,122,891 +223,147	+12%	+$16.5M	4.23%	2
2026 Q1	$133M	Sell	1,899,744 -7,921	-0.4%	-$568K	3.78%	2
2025 Q4	$132M	Buy	1,907,665 +135,877	+8%	+$9.34M	4.13%	2
2025 Q3	$121M	Sell	1,771,788 -11,328	-0.6%	-$749K	3.89%	2
2025 Q2	$114M	Buy	1,783,116 +17,125	+1%	+$1.04M	3.94%	2
2025 Q1	$109M	Buy	1,765,991 +28,285	+2%	+$1.77M	4.14%	2
2024 Q4	$107M	Buy	1,737,706 +48,117	+3%	+$3.04M	3.9%	2
2024 Q3	$106M	Buy	1,689,589 +33,574	+2%	+$2.02M	4.22%	2
2024 Q2	$95.4M	Buy	1,656,015 +70,856	+4%	+$4.05M	4.1%	2
2024 Q1	$92M	Buy	1,585,159 +99,196	+7%	+$5.51M	4.28%	1
2023 Q4	$80M	Buy	1,485,963 +53,726	+4%	+$2.72M	4.85%	1
2023 Q3	$70.9M	Buy	1,432,237 +35,980	+3%	+$1.86M	4.8%	1
2023 Q2	$71.9M	Buy	1,396,257 +60,359	+5%	+$3.04M	4.68%	1
2023 Q1	$66.8M	Buy	1,335,898 +31,451	+2%	+$1.58M	4.58%	1
2022 Q4	$65.2M	Buy	1,304,447 +65,516	+5%	+$3.22M	4.92%	1
2022 Q3	$55.1M	Buy	1,238,931 +272,387	+28%	+$13.4M	4.56%	1
2022 Q2	$46M	Buy	966,544 +100,454	+12%	+$5.06M	4.65%	2
2022 Q1	$46.3M	Buy	866,090 +79,067	+10%	+$4.22M	3.99%	4
2021 Q4	$43.7M	Buy	787,023 +89,927	+13%	+$4.8M	3.62%	4
2021 Q3	$35M	Buy	697,096 +55,447	+9%	+$2.87M	2.89%	7
2021 Q2	$32.4M	Buy	641,649 +38,551	+6%	+$1.93M	3.25%	4
2021 Q1	$29.1M	Buy	603,098 +57,617	+11%	+$2.66M	3.11%	4
2020 Q4	$24.4M	Buy	545,481 +15,671	+3%	+$666K	3.02%	5
2020 Q3	$21.1M	Buy	529,810 +100,941	+24%	+$4.01M	3.01%	4
2020 Q2	$16.1M	Buy	428,869 +117,171	+38%	+$4.26M	2.52%	4
2020 Q1	$10.2M	Buy	311,698 +66,585	+27%	+$2.6M	2%	5
2019 Q4	$10.3M	Buy	245,113 +46,488	+23%	+$1.88M	1.65%	7
2019 Q3	$7.77M	Buy	198,625 +3,170	+2%	+$122K	1.36%	14
2019 Q2	$7.47M	Buy	+195,455	New	+$7.33M	1.34%	13

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

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

Avior Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 12% in Q2 2026, buying an estimated $16.5M and bringing the position to 2,122,891 shares worth $161M. The position accounts for 4.23% of the portfolio, ranked #2.

Avior Wealth Management first reported a position in DGRO in Q2 2019 and has held it in 29 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Avior Wealth Management held 2,122,891 shares of iShares Core Dividend Growth ETF worth $161M as of Q2 2026.
Avior Wealth Management bought 223,147 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $16.5M.
iShares Core Dividend Growth ETF made up 4.23% of Avior Wealth Management's portfolio in Q2 2026, its #2 holding.
Avior Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and has held it in 29 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.