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Benjamin Edwards Inc’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Benjamin Edwards Inc’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 		$5.93M Buy
78,186
+4,931
+7% +$364K 0.05% 319
2026
Q1 		$5.14M Buy
73,255
+3,354
+5% +$240K 0.05% 327
2025
Q4 		$4.85M Buy
69,901
+15,608
+29% +$1.07M 0.05% 316
2025
Q3 		$3.7M Buy
54,293
+4,935
+10% +$326K 0.04% 358
2025
Q2 		$3.16M Buy
49,358
+2,343
+5% +$143K 0.04% 361
2025
Q1 		$2.9M Buy
47,015
+1,711
+4% +$107K 0.04% 345
2024
Q4 		$2.78M Buy
45,304
+4,227
+10% +$267K 0.04% 364
2024
Q3 		$2.58M Buy
41,077
+40,816
+15,638% +$2.46M 0.04% 387
2024
Q2 		$15K Sell
261
-209
-44% -$11.9K ﹤0.01% 604
2024
Q1 		$27K Buy
470
+106
+29% +$5.88K 0.01% 546
2023
Q4 		$20K Sell
364
-198
-35% -$10K ﹤0.01% 542
2023
Q3 		$28K Sell
562
-11
-2% -$570 0.01% 513
2023
Q2 		$30K Buy
573
+345
+151% +$17.4K 0.01% 509
2023
Q1 		$11K Buy
228
+88
+63% +$4.42K ﹤0.01% 569
2022
Q4 		$7K Hold
140
– – ﹤0.01% 612
2022
Q3 		$6K Hold
140
– – ﹤0.01% 605
2022
Q2 		$7K Hold
140
– – ﹤0.01% 608
2022
Q1 		$7K Sell
140
-273
-66% -$14.6K ﹤0.01% 631
2021
Q4 		$23K Buy
413
+140
+51% +$7.47K 0.01% 502
2021
Q3 		$14K Buy
+273
New +$14.1K 0.01% 429

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

Benjamin Edwards Inc's DGRO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.7% in Q2 2026, buying an estimated $364K and bringing the position to 78,186 shares worth $5.93M. The position accounts for 0.05% of the portfolio, ranked #319.

Benjamin Edwards Inc first reported a position in DGRO in Q3 2021 and has held it in 20 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Benjamin Edwards Inc held 78,186 shares of iShares Core Dividend Growth ETF worth $5.93M as of Q2 2026.
  • Benjamin Edwards Inc bought 4,931 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $364K.
  • iShares Core Dividend Growth ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #319 holding.
  • Benjamin Edwards Inc first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.