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

BCU 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	$400K	Sell	5,278 -2,003	-28%	-$148K	0.13%	44
2026 Q1	$511K	Sell	7,281 -51	-0.7%	-$3.66K	0.19%	36
2025 Q4	$509K	Buy	7,332 +32	+0.4%	+$2.2K	0.19%	37
2025 Q3	$497K	Buy	7,300 +1,264	+21%	+$83.5K	0.2%	37
2025 Q2	$386K	Buy	6,036 +1,041	+21%	+$63.5K	0.17%	40
2025 Q1	$309K	Buy	4,995 +20	+0.4%	+$1.25K	0.16%	40
2024 Q4	$305K	Buy	4,975 +24	+0.5%	+$1.51K	0.17%	42
2024 Q3	$310K	Buy	4,951 +25	+0.5%	+$1.51K	0.19%	41
2024 Q2	$284K	Buy	4,926 +20	+0.4%	+$1.14K	0.21%	41
2024 Q1	$285K	Buy	4,906 +21	+0.4%	+$1.17K	0.24%	38
2023 Q4	$263K	Buy	+4,885	New	+$248K	0.29%	38

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

BCU Wealth Advisors's DGRO Position: Q2 2026 in Review

BCU Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 28% in Q2 2026, selling an estimated $148K and leaving 5,278 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #44.

BCU Wealth Advisors first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $511K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

BCU Wealth Advisors held 5,278 shares of iShares Core Dividend Growth ETF worth $400K as of Q2 2026.
BCU Wealth Advisors sold 2,003 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $148K.
iShares Core Dividend Growth ETF made up 0.13% of BCU Wealth Advisors's portfolio in Q2 2026, its #44 holding.
BCU Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $511K in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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