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

Axxcess 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	$3.17M	Buy	41,855 +4,542	+12%	+$335K	0.05%	317
2026 Q1	$2.62M	Buy	37,313 +1,569	+4%	+$112K	0.08%	173
2025 Q4	$2.48M	Buy	35,744 +6,745	+23%	+$464K	0.04%	336
2025 Q3	$1.97M	Buy	28,999 +22,723	+362%	+$1.5M	0.04%	316
2025 Q2	$401K	Sell	6,276 -20,136	-76%	-$1.23M	0.01%	643
2025 Q1	$1.63M	Buy	+26,412	New	+$1.66M	0.04%	295
2024 Q4	–	Sell	-40,414	Closed	-$2.53M	–	871
2024 Q3	$2.53M	Buy	40,414 +3,529	+10%	+$213K	0.06%	227
2024 Q2	$2.12M	Buy	+36,885	New	+$2.11M	0.06%	241
2023 Q3	–	Sell	-10,736	Closed	-$553K	–	811
2023 Q2	$553K	Buy	10,736 +1,447	+16%	+$72.8K	0.04%	334
2023 Q1	$464K	Sell	9,289 -7,908	-46%	-$397K	0.04%	391
2022 Q4	$860K	Buy	17,197 +9,763	+131%	+$479K	0.07%	252
2022 Q3	$331K	Sell	7,434 -31,019	-81%	-$1.53M	0.03%	385
2022 Q2	$1.83M	Buy	38,453 +26,827	+231%	+$1.35M	0.17%	119
2022 Q1	$621K	Sell	11,626 -22,061	-65%	-$1.18M	0.05%	311
2021 Q4	$1.87M	Buy	+33,687	New	+$1.8M	0.14%	130

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

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

Axxcess Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 12% in Q2 2026, buying an estimated $335K and bringing the position to 41,855 shares worth $3.17M. The position accounts for 0.05% of the portfolio, ranked #317.

Axxcess Wealth Management first reported a position in DGRO in Q4 2021 and has held it in 15 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Axxcess Wealth Management held 41,855 shares of iShares Core Dividend Growth ETF worth $3.17M as of Q2 2026.
Axxcess Wealth Management bought 4,542 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $335K.
iShares Core Dividend Growth ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #317 holding.
Axxcess Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 15 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.