Bond & Devick Financial Network’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bond & Devick Financial Network’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	$395K	Sell	5,211 -181	-3%	-$13.4K	0.1%	126
2026 Q1	$378K	Hold	5,392	–	–	0.11%	117
2025 Q4	$374K	Hold	5,392	–	–	0.11%	118
2025 Q3	$367K	Hold	5,392	–	–	0.11%	115
2025 Q2	$345K	Hold	5,392	–	–	0.11%	119
2025 Q1	$333K	Hold	5,392	–	–	0.12%	107
2024 Q4	$338K	Hold	5,392	–	–	0.14%	116
2024 Q3	$338K	Hold	5,392	–	–	0.14%	116
2024 Q2	$311K	Buy	5,392 +86	+2%	+$4.91K	0.17%	106
2024 Q1	$308K	Buy	5,306 +716	+16%	+$39.8K	0.17%	113
2023 Q4	$247K	Hold	4,590	–	–	0.14%	123
2023 Q3	$227K	Buy	4,590 +181	+4%	+$9.37K	0.15%	120
2023 Q2	$227K	Buy	4,409 +40	+0.9%	+$2.01K	0.14%	123
2023 Q1	$218K	Hold	4,369	–	–	0.14%	124
2022 Q4	$218K	Buy	+4,369	New	+$214K	0.16%	117

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

Bond & Devick Financial Network's DGRO Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.4% in Q2 2026, selling an estimated $13.4K and leaving 5,211 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #126.

Bond & Devick Financial Network first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Bond & Devick Financial Network held 5,211 shares of iShares Core Dividend Growth ETF worth $395K as of Q2 2026.
Bond & Devick Financial Network sold 181 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $13.4K.
iShares Core Dividend Growth ETF made up 0.1% of Bond & Devick Financial Network's portfolio in Q2 2026, its #126 holding.
Bond & Devick Financial Network first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.