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

BNC 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	$218K	Sell	2,870 -81	-3%	-$5.98K	0.05%	100
2026 Q1	$207K	Hold	2,951	–	–	0.06%	102
2025 Q4	$205K	Hold	2,951	–	–	0.05%	104
2025 Q3	$201K	Buy	+2,951	New	+$195K	0.05%	105
2020 Q4	–	Sell	-3,102	Closed	-$123K	–	194
2020 Q3	$123K	Buy	+3,102	New	+$123K	0.09%	100

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

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

BNC Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.7% in Q2 2026, selling an estimated $5.98K and leaving 2,870 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #100.

BNC Wealth Management first reported a position in DGRO in Q3 2020 and has held it in 5 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

BNC Wealth Management held 2,870 shares of iShares Core Dividend Growth ETF worth $218K as of Q2 2026.
BNC Wealth Management sold 81 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $5.98K.
iShares Core Dividend Growth ETF made up 0.05% of BNC Wealth Management's portfolio in Q2 2026, its #100 holding.
BNC Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 5 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.