Cardinal Point Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cardinal Point Capital 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	$789K	Sell	10,415 -103	-1%	-$7.6K	0.04%	145
2026 Q1	$738K	Sell	10,518 -146	-1%	-$10.5K	0.05%	140
2025 Q4	$740K	Buy	10,664 +103	+1%	+$7.08K	0.05%	129
2025 Q3	$714K	Hold	10,561	–	–	0.05%	133
2025 Q2	$675K	Sell	10,561 -1,123	-10%	-$68.5K	0.05%	121
2025 Q1	$722K	Buy	11,684 +5	+0%	+$313	0.07%	97
2024 Q4	$716K	Sell	11,679 -43	-0.4%	-$2.71K	0.11%	44
2024 Q3	$735K	Buy	11,722 +7	+0.1%	+$422	0.12%	41
2024 Q2	$675K	Buy	11,715 +6	+0.1%	+$343	0.12%	39
2024 Q1	$680K	Buy	11,709 +6	+0.1%	+$333	0.13%	34
2023 Q4	$630K	Buy	11,703 +16	+0.1%	+$811	0.15%	33
2023 Q3	$583K	Buy	11,687 +180	+2%	+$9.32K	0.15%	38
2023 Q2	$593K	Sell	11,507 -2,964	-20%	-$149K	0.18%	39
2023 Q1	$723K	Buy	14,471 +2,974	+26%	+$149K	0.22%	43
2022 Q4	$575K	Buy	+11,497	New	+$564K	0.2%	41

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

Cardinal Point Capital Management's DGRO Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.98% in Q2 2026, selling an estimated $7.6K and leaving 10,415 shares worth $789K. The position accounts for 0.04% of the portfolio, ranked #145.

Cardinal Point Capital Management first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Cardinal Point Capital Management held 10,415 shares of iShares Core Dividend Growth ETF worth $789K as of Q2 2026.
Cardinal Point Capital Management sold 103 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $7.6K.
iShares Core Dividend Growth ETF made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #145 holding.
Cardinal Point Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.