Brandywine Oak Private Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Brandywine Oak Private 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	$1.15M	Hold	15,224	–	–	0.09%	106
2026 Q1	$1.07M	Hold	15,224	–	–	0.09%	106
2025 Q4	$1.06M	Hold	15,224	–	–	0.09%	104
2025 Q3	$1.04M	Sell	15,224 -167	-1%	-$11K	0.09%	103
2025 Q2	$984K	Hold	15,391	–	–	0.09%	106
2025 Q1	$951K	Sell	15,391 -295	-2%	-$18.5K	0.09%	106
2024 Q4	$962K	Hold	15,686	–	–	0.09%	102
2024 Q3	$983K	Sell	15,686 -420	-3%	-$25.3K	0.1%	104
2024 Q2	$928K	Hold	16,106	–	–	0.1%	103
2024 Q1	$935K	Hold	16,106	–	–	0.1%	103
2023 Q4	$867K	Hold	16,106	–	–	0.1%	105
2023 Q3	$798K	Sell	16,106 -368	-2%	-$19.1K	0.09%	109
2023 Q2	$849K	Hold	16,474	–	–	0.1%	106
2023 Q1	$824K	Hold	16,474	–	–	0.1%	108
2022 Q4	$824K	Hold	16,474	–	–	0.1%	108
2022 Q3	$732K	Hold	16,474	–	–	0.1%	119
2022 Q2	$784K	Buy	16,474 +1,803	+12%	+$90.9K	0.1%	128
2022 Q1	$783K	Hold	14,671	–	–	0.09%	149
2021 Q4	$815K	Sell	14,671 -29	-0.2%	-$1.55K	0.09%	156
2021 Q3	$738K	Buy	14,700 +256	+2%	+$13.3K	0.09%	159
2021 Q2	$727K	Hold	14,444	–	–	0.08%	157
2021 Q1	$697K	Buy	14,444 +1,599	+12%	+$73.9K	0.1%	122
2020 Q4	$575K	Hold	12,845	–	–	0.09%	136
2020 Q3	$511K	Sell	12,845 -325	-2%	-$12.9K	0.09%	138
2020 Q2	$495K	Buy	+13,170	New	+$479K	0.09%	134
2020 Q1	–	Hold	0	–	–	–	126

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

Brandywine Oak Private Wealth's DGRO Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 15,224 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #106.

Brandywine Oak Private Wealth first reported a position in DGRO in Q2 2020 and has held it in 25 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Brandywine Oak Private Wealth held 15,224 shares of iShares Core Dividend Growth ETF worth $1.15M as of Q2 2026.
Brandywine Oak Private Wealth left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.09% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #106 holding.
Brandywine Oak Private Wealth first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 25 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.