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

Balance 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	$211K	Sell	2,789 -1,698	-38%	-$125K	0.06%	157
2026 Q1	$315K	Sell	4,487 -68	-1%	-$4.88K	0.1%	117
2025 Q4	$316K	Sell	4,555 -2,767	-38%	-$190K	0.1%	112
2025 Q3	$498K	Sell	7,322 -97	-1%	-$6.41K	0.12%	91
2025 Q2	$474K	Sell	7,419 -298	-4%	-$18.2K	0.28%	73
2025 Q1	$477K	Buy	+7,717	New	+$484K	0.31%	68

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Balance Wealth's DGRO Position: Q2 2026 in Review

Balance Wealth reduced its iShares Core Dividend Growth ETF (DGRO) stake by 38% in Q2 2026, selling an estimated $125K and leaving 2,789 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #157.

Balance Wealth first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $498K in Q3 2025. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Balance Wealth held 2,789 shares of iShares Core Dividend Growth ETF worth $211K as of Q2 2026.
Balance Wealth sold 1,698 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $125K.
iShares Core Dividend Growth ETF made up 0.06% of Balance Wealth's portfolio in Q2 2026, its #157 holding.
Balance Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's iShares Core Dividend Growth ETF position peaked at $498K in Q3 2025.
446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.