BKM Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

BKM Wealth Management’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	$447K	Sell	5,893 -656	-10%	-$48.4K	0.16%	108
2026 Q1	$460K	Sell	6,549 -459	-7%	-$32.9K	0.17%	108
2025 Q4	$486K	Buy	7,008 +10	+0.1%	+$688	0.18%	103
2025 Q3	$476K	Sell	6,998 -10	-0.1%	-$661	0.18%	103
2025 Q2	$448K	Sell	7,008 -758	-10%	-$46.2K	0.18%	111
2025 Q1	$480K	Buy	7,766 +721	+10%	+$45.2K	0.2%	111
2024 Q4	$432K	Sell	7,045 -308	-4%	-$19.4K	0.18%	114
2024 Q3	$461K	Buy	7,353 +6	+0.1%	+$362	0.19%	118
2024 Q2	$423K	Buy	7,347 +39	+0.5%	+$2.23K	0.2%	115
2024 Q1	$424K	Sell	7,308 -5,724	-44%	-$318K	0.18%	117
2023 Q4	$701K	Buy	+13,032	New	+$661K	0.3%	81

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

BKM Wealth Management's DGRO Position: Q2 2026 in Review

BKM Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 10% in Q2 2026, selling an estimated $48.4K and leaving 5,893 shares worth $447K. The position accounts for 0.16% of the portfolio, ranked #108.

BKM Wealth Management first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $701K in Q4 2023. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

BKM Wealth Management held 5,893 shares of iShares Core Dividend Growth ETF worth $447K as of Q2 2026.
BKM Wealth Management sold 656 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $48.4K.
iShares Core Dividend Growth ETF made up 0.16% of BKM Wealth Management's portfolio in Q2 2026, its #108 holding.
BKM Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's iShares Core Dividend Growth ETF position peaked at $701K in Q4 2023.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.