Brady Family Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Brady Family Wealth’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	$542K	Buy	7,154 +11	+0.2%	+$812	0.16%	76
2026 Q1	$501K	Buy	7,143 +4	+0.1%	+$287	0.16%	76
2025 Q4	$496K	Buy	7,139 +1	+0%	+$69	0.15%	76
2025 Q3	$486K	Buy	7,138 +1	+0%	+$66	0.15%	79
2025 Q2	$456K	Buy	7,137 +1	+0%	+$61	0.14%	88
2025 Q1	$441K	Buy	7,136 +1	+0%	+$63	0.14%	86
2024 Q4	$438K	Buy	7,135 +1	+0%	+$63	0.13%	86
2024 Q3	$447K	Buy	7,134 +1	+0%	+$60	0.13%	87
2024 Q2	$411K	Buy	7,133 +45	+0.6%	+$2.57K	0.13%	89
2024 Q1	$412K	Buy	7,088 +38	+0.5%	+$2.11K	0.13%	91
2023 Q4	$379K	Buy	7,050 +103	+1%	+$5.22K	0.13%	90
2023 Q3	$344K	Hold	6,947	–	–	0.13%	92
2023 Q2	$358K	Buy	6,947 +193	+3%	+$9.71K	0.13%	91
2023 Q1	$338K	Buy	6,754 +40	+0.6%	+$2.01K	0.13%	95
2022 Q4	$336K	Buy	+6,714	New	+$330K	0.14%	96

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Brady Family Wealth's DGRO Position: Q2 2026 in Review

Brady Family Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.15% in Q2 2026, buying an estimated $812 and bringing the position to 7,154 shares worth $542K. The position accounts for 0.16% of the portfolio, ranked #76.

Brady Family Wealth first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. 395 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Brady Family Wealth held 7,154 shares of iShares Core Dividend Growth ETF worth $542K as of Q2 2026.
Brady Family Wealth bought 11 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $812.
iShares Core Dividend Growth ETF made up 0.16% of Brady Family Wealth's portfolio in Q2 2026, its #76 holding.
Brady Family Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
395 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.