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

Beam 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	$1.51M	Sell	19,905 -1,357	-6%	-$100K	0.33%	58
2026 Q1	$1.49M	Sell	21,262 -3,818	-15%	-$274K	0.37%	55
2025 Q4	$1.74M	Sell	25,080 -694	-3%	-$47.7K	0.48%	49
2025 Q3	$1.75M	Sell	25,774 -7,126	-22%	-$471K	0.48%	47
2025 Q2	$2.1M	Sell	32,900 -25,008	-43%	-$1.52M	0.63%	44
2025 Q1	$3.58M	Sell	57,908 -8,487	-13%	-$532K	1.21%	19
2024 Q4	$4.07M	Sell	66,395 -4,586	-6%	-$289K	1.29%	18
2024 Q3	$4.45M	Buy	70,981 +2,143	+3%	+$129K	1.35%	16
2024 Q2	$3.97M	Buy	+68,838	New	+$3.93M	1.32%	16

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

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

Beam Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 6.4% in Q2 2026, selling an estimated $100K and leaving 19,905 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #58.

Beam Wealth Advisors first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.45M in Q3 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Beam Wealth Advisors held 19,905 shares of iShares Core Dividend Growth ETF worth $1.51M as of Q2 2026.
Beam Wealth Advisors sold 1,357 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $100K.
iShares Core Dividend Growth ETF made up 0.33% of Beam Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Beam Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $4.45M in Q3 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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