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

Bullock 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	$30.8K	Buy	405 +1	+0.2%	+$74	0.01%	320
2026 Q1	$28.3K	Buy	404 +2	+0.5%	+$143	0.01%	320
2025 Q4	$27.9K	Buy	402 +3	+0.8%	+$206	0.01%	309
2025 Q3	$27.3K	Buy	399 +2	+0.5%	+$132	0.01%	313
2025 Q2	$25.7K	Buy	397 +2	+0.5%	+$122	0.01%	297
2025 Q1	$24.3K	Sell	395 -58	-13%	-$3.63K	0.01%	290
2024 Q4	$27.8K	Buy	453 +3	+0.7%	+$189	0.02%	292
2024 Q3	$28.2K	Buy	450 +2	+0.4%	+$121	0.02%	281
2024 Q2	$25.7K	Sell	448 -101	-18%	-$5.77K	0.02%	282
2024 Q1	$31.7K	Buy	+549	New	+$30.5K	0.02%	270

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 22.9% 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

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

Bullock Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.25% in Q2 2026, buying an estimated $74 and bringing the position to 405 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #320.

Bullock Wealth Management first reported a position in DGRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.7K in Q1 2024. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Bullock Wealth Management held 405 shares of iShares Core Dividend Growth ETF worth $30.8K as of Q2 2026.
Bullock Wealth Management bought 1 iShares Core Dividend Growth ETF share in Q2 2026, an estimated $74.
iShares Core Dividend Growth ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #320 holding.
Bullock Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares Core Dividend Growth ETF position peaked at $31.7K in Q1 2024.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.