Buck Wealth Strategies’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Buck Wealth Strategies’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	$24.7M	Buy	326,243 +52,506	+19%	+$3.87M	2.59%	6
2026 Q1	$19.2M	Buy	273,737 +11,039	+4%	+$791K	2.37%	8
2025 Q4	$18.2M	Buy	262,698 +113,802	+76%	+$7.83M	2.31%	8
2025 Q3	$10.1M	Buy	148,896 +15,742	+12%	+$1.04M	1.39%	31
2025 Q2	$8.51M	Buy	133,154 +17,520	+15%	+$1.07M	1.3%	34
2025 Q1	$7.14M	Sell	115,634 -36,410	-24%	-$2.28M	1.3%	34
2024 Q4	$9.33M	Buy	152,044 +53,551	+54%	+$3.38M	1.94%	23
2024 Q3	$6.17M	Sell	98,493 -5,052	-5%	-$305K	1.94%	32
2024 Q2	$5.97M	Buy	+103,545	New	+$5.91M	1.76%	35
2024 Q1	–	Sell	-97,604	Closed	-$5.25M	–	83
2023 Q4	$5.25M	Buy	97,604 +1,722	+2%	+$87.3K	1.95%	32
2023 Q3	$4.75M	Buy	+95,882	New	+$4.96M	1.91%	33
2022 Q3	$4.04M	Buy	+81,641	New	+$4.02M	1.89%	34

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

Buck Wealth Strategies's DGRO Position: Q2 2026 in Review

Buck Wealth Strategies increased its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q2 2026, buying an estimated $3.87M and bringing the position to 326,243 shares worth $24.7M. The position accounts for 2.59% of the portfolio, ranked #6.

Buck Wealth Strategies first reported a position in DGRO in Q3 2022 and has held it in 12 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Buck Wealth Strategies held 326,243 shares of iShares Core Dividend Growth ETF worth $24.7M as of Q2 2026.
Buck Wealth Strategies bought 52,506 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.87M.
iShares Core Dividend Growth ETF made up 2.59% of Buck Wealth Strategies's portfolio in Q2 2026, its #6 holding.
Buck Wealth Strategies first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 12 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.