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Bedel Financial Consulting’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bedel Financial Consulting’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 		$347K Hold
4,574
– – 0.03% 224
2026
Q1 		$321K Sell
4,574
-113
-2% -$8.1K 0.04% 219
2025
Q4 		$325K Sell
4,687
-175
-4% -$12K 0.04% 211
2025
Q3 		$331K Hold
4,862
– – 0.04% 204
2025
Q2 		$311K Sell
4,862
-75
-2% -$4.57K 0.04% 211
2025
Q1 		$297K Sell
4,937
-584
-11% -$36.6K 0.04% 210
2024
Q4 		$352K Buy
5,521
+52
+1% +$3.28K 0.05% 194
2024
Q3 		$343K Hold
5,469
– – 0.05% 188
2024
Q2 		$315K Sell
5,469
-10
-0.2% -$571 0.05% 188
2024
Q1 		$318K Sell
5,479
-835
-13% -$46.4K 0.05% 188
2023
Q4 		$340K Buy
6,314
+1,055
+20% +$53.5K 0.06% 169
2023
Q3 		$260K Buy
5,259
+580
+12% +$30K 0.05% 190
2023
Q2 		$241K Hold
4,679
– – 0.05% 206
2023
Q1 		$234K Hold
4,679
– – 0.06% 196
2022
Q4 		$234K Hold
4,679
– – 0.06% 195
2022
Q3 		$229K Hold
4,679
– – 0.06% 189
2022
Q2 		$223K Sell
4,679
-943
-17% -$47.5K 0.07% 180
2022
Q1 		$300K Sell
5,622
-301
-5% -$16.1K 0.09% 142
2021
Q4 		$329K Hold
5,923
– – 0.1% 138
2021
Q3 		$298K Buy
5,923
+2,186
+58% +$113K 0.1% 138
2021
Q2 		$188K Sell
3,737
-397
-10% -$19.9K 0.07% 185
2021
Q1 		$200K Sell
4,134
-31
-0.7% -$1.43K 0.08% 175
2020
Q4 		$187K Buy
4,165
+428
+11% +$18.2K 0.08% 157
2020
Q3 		$149K Buy
3,737
+3,422
+1,086% +$136K 0.07% 166
2020
Q2 		$12K Hold
315
– – 0.01% 459
2020
Q1 		$10K Hold
315
– – 0.01% 468
2019
Q4 		$13K Hold
315
– – 0.01% 457
2019
Q3 		$12K Hold
315
– – 0.01% 450
2019
Q2 		$12K Buy
+315
New +$11.8K 0.01% 460

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bedel Financial Consulting's DGRO Position: Q2 2026 in Review

Bedel Financial Consulting held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,574 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #224.

Bedel Financial Consulting first reported a position in DGRO in Q2 2019 and has held it in 29 quarters since. The position peaked at $352K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Bedel Financial Consulting held 4,574 shares of iShares Core Dividend Growth ETF worth $347K as of Q2 2026.
  • Bedel Financial Consulting left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #224 holding.
  • Bedel Financial Consulting first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • Bedel Financial Consulting's iShares Core Dividend Growth ETF position peaked at $352K in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.