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DGRO icon

Berger Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Berger Financial Group’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 		$241K Sell
3,183
-735
-19% -$54.2K 0.01% 424
2026
Q1 		$275K Buy
3,918
+60
+2% +$4.3K 0.02% 387
2025
Q4 		$268K Sell
3,858
-65
-2% -$4.47K 0.02% 398
2025
Q3 		$267K Buy
+3,923
New +$259K 0.02% 374
2025
Q1 		– Sell
-3,489
Closed -$214K – 419
2024
Q4 		$214K Sell
3,489
-121
-3% -$7.63K 0.01% 390
2024
Q3 		$226K Hold
3,610
– – 0.02% 358
2024
Q2 		$208K Sell
3,610
-9
-0.2% -$514 0.02% 355
2024
Q1 		$210K Sell
3,619
-154
-4% -$8.55K 0.02% 349
2023
Q4 		$203K Sell
3,773
-514
-12% -$26.1K 0.02% 297
2023
Q3 		$212K Sell
4,287
-880
-17% -$45.6K 0.02% 264
2023
Q2 		$266K Sell
5,167
-300
-5% -$15.1K 0.03% 231
2023
Q1 		$273K Buy
5,467
+6
+0.1% +$301 0.03% 218
2022
Q4 		$273K Buy
+5,461
New +$268K 0.04% 213
2022
Q3 		– Sell
-4,594
Closed -$219K – 237
2022
Q2 		$219K Sell
4,594
-200
-4% -$10.1K 0.03% 221
2022
Q1 		$256K Hold
4,794
– – 0.03% 229
2021
Q4 		$266K Hold
4,794
– – 0.04% 221
2021
Q3 		$241K Sell
4,794
-223
-4% -$11.6K 0.04% 184
2021
Q2 		$253K Sell
5,017
-264
-5% -$13.2K 0.05% 176
2021
Q1 		$255K Sell
5,281
-2,149
-29% -$99.3K 0.06% 163
2020
Q4 		$333K Buy
+7,430
New +$316K 0.06% 152

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Berger Financial Group's DGRO Position: Q2 2026 in Review

Berger Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q2 2026, selling an estimated $54.2K and leaving 3,183 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #424.

Berger Financial Group first reported a position in DGRO in Q4 2020 and has held it in 20 quarters since. The position peaked at $333K in Q4 2020. 963 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Berger Financial Group held 3,183 shares of iShares Core Dividend Growth ETF worth $241K as of Q2 2026.
  • Berger Financial Group sold 735 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $54.2K.
  • iShares Core Dividend Growth ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #424 holding.
  • Berger Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Berger Financial Group's iShares Core Dividend Growth ETF position peaked at $333K in Q4 2020.
  • 963 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.