B. Riley Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

B. Riley Wealth Advisors’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	$9.4M	Buy	123,793 +7,237	+6%	+$534K	0.5%	37
2026 Q1	$8.04M	Buy	116,556 +2,626	+2%	+$188K	0.51%	37
2025 Q4	$7.91M	Sell	113,930 -1,815	-2%	-$125K	0.37%	52
2025 Q3	$7.88M	Sell	115,745 -562	-0.5%	-$37.1K	0.36%	49
2025 Q2	$7.44M	Buy	+116,307	New	+$7.09M	0.35%	54
2024 Q4	$7.27M	Sell	118,596 -2,549	-2%	-$161K	0.24%	94
2024 Q3	$7.59M	Buy	121,145 +11	+0%	+$663	0.21%	107
2024 Q2	$6.98M	Buy	121,134 +4,933	+4%	+$282K	0.18%	120
2024 Q1	$5.8M	Sell	116,201 -3,740	-3%	-$208K	0.16%	139
2023 Q4	$6.46M	Buy	119,941 +3,740	+3%	+$190K	0.17%	127
2023 Q3	$5.8M	Buy	116,201 +612	+0.5%	+$31.7K	0.16%	139
2023 Q2	$5.96M	Buy	115,589 +1,933	+2%	+$97.2K	0.13%	162
2023 Q1	$5.68M	Sell	113,656 -58,744	-34%	-$2.95M	0.15%	154
2022 Q4	$8.62M	Sell	172,400 -2,933	-2%	-$144K	0.24%	90
2022 Q3	$7.8M	Buy	175,333 +10,544	+6%	+$519K	0.24%	92
2022 Q2	$7.85M	Sell	164,789 -11,700	-7%	-$590K	0.33%	68
2022 Q1	$9.43M	Buy	176,489 +38,437	+28%	+$2.05M	0.31%	65
2021 Q4	$7.67M	Sell	138,052 -3,024	-2%	-$161K	0.22%	97
2021 Q3	$7.09M	Buy	141,076 +10,644	+8%	+$551K	0.23%	96
2021 Q2	$6.57M	Buy	130,432 +5,639	+5%	+$283K	0.21%	108
2021 Q1	$6.02M	Buy	124,793 +59,665	+92%	+$2.76M	0.21%	109
2020 Q4	$2.92M	Sell	65,128 -116,750	-64%	-$4.96M	0.16%	148
2020 Q3	$7.24M	Buy	181,878 +5,555	+3%	+$221K	0.39%	61
2020 Q2	$6.63M	Sell	176,323 -17,667	-9%	-$642K	0.44%	50
2020 Q1	$6.32M	Sell	193,990 -25,158	-11%	-$984K	0.54%	40
2019 Q4	$9.22M	Buy	219,148 +44,048	+25%	+$1.78M	0.78%	19
2019 Q3	$6.85M	Buy	175,100 +16,072	+10%	+$619K	0.68%	24
2019 Q2	$6.08M	Buy	159,028 +37,209	+31%	+$1.39M	0.67%	30
2019 Q1	$4.48M	Buy	121,819 +39,267	+48%	+$1.4M	0.56%	33
2018 Q4	$2.74M	Buy	82,552 +22,389	+37%	+$787K	0.39%	55
2018 Q3	$2.23M	Buy	60,163 +3,059	+5%	+$111K	0.27%	82
2018 Q2	$1.96M	Buy	57,104 +367	+0.6%	+$12.6K	0.26%	88
2018 Q1	$1.92M	Buy	56,737 +2,411	+4%	+$85.1K	0.27%	92
2017 Q4	$1.89M	Buy	54,326 +4,028	+8%	+$136K	0.26%	108
2017 Q3	$1.64M	Buy	50,298 +3,041	+6%	+$96.7K	0.27%	99
2017 Q2	$1.48M	Sell	47,257 -30,424	-39%	-$941K	0.27%	108
2017 Q1	$2.37M	Sell	77,681 -9,378	-11%	-$281K	0.47%	50
2016 Q4	$2.52M	Buy	87,059 +8,351	+11%	+$235K	0.51%	45
2016 Q3	$2.17M	Sell	78,708 -898	-1%	-$25K	0.43%	52
2016 Q2	$2.17M	Buy	79,606 +818	+1%	+$22K	0.43%	51
2016 Q1	$2.08M	Buy	78,788 +10,852	+16%	+$272K	0.48%	47
2015 Q4	$1.75M	Buy	67,936 +8,330	+14%	+$215K	0.35%	72
2015 Q3	$1.45M	Buy	59,606 +2,656	+5%	+$67.6K	0.35%	65
2015 Q2	$1.47M	Sell	56,950 -2,335	-4%	-$62K	0.37%	58
2015 Q1	$1.56M	Sell	59,285 -355	-0.6%	-$9.38K	0.38%	61
2014 Q4	$1.58K	Buy	+59,640	New	+$1.53M	0.03%	610

Other funds holding DGRO

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 $43.3B AUM 29.3% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

B. Riley Wealth Advisors's DGRO Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.2% in Q2 2026, buying an estimated $534K and bringing the position to 123,793 shares worth $9.4M. The position accounts for 0.5% of the portfolio, ranked #37.

B. Riley Wealth Advisors first reported a position in DGRO in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.43M in Q1 2022. 482 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

B. Riley Wealth Advisors held 123,793 shares of iShares Core Dividend Growth ETF worth $9.4M as of Q2 2026.
B. Riley Wealth Advisors bought 7,237 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $534K.
iShares Core Dividend Growth ETF made up 0.5% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #37 holding.
B. Riley Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2014 and has held it in 46 quarters since.
B. Riley Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $9.43M in Q1 2022.
482 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.