Carr Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Carr Financial Group’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	$7.69M	Buy	101,447 +9,082	+10%	+$670K	1.77%	13
2026 Q1	$6.48M	Buy	92,365 +38,097	+70%	+$2.73M	1.71%	12
2025 Q4	$3.77M	Buy	54,268 +21,271	+64%	+$1.46M	1%	21
2025 Q3	$2.25M	Buy	32,997 +6,616	+25%	+$437K	0.62%	33
2025 Q2	$1.69M	Buy	26,381 +1,257	+5%	+$76.6K	0.5%	39
2025 Q1	$1.55M	Buy	25,124 +277	+1%	+$17.4K	0.51%	40
2024 Q4	$1.52M	Buy	24,847 +910	+4%	+$57.4K	0.47%	42
2024 Q3	$1.5M	Buy	23,937 +2,920	+14%	+$176K	0.44%	43
2024 Q2	$1.21M	Sell	21,017 -1,221	-5%	-$69.7K	0.39%	50
2024 Q1	$1.29M	Sell	22,238 -2,254	-9%	-$125K	0.43%	44
2023 Q4	$1.32M	Sell	24,492 -4,142	-14%	-$210K	0.49%	41
2023 Q3	$1.43M	Buy	28,634 +2,886	+11%	+$149K	0.56%	32
2023 Q2	$1.33M	Sell	25,748 -927	-3%	-$46.6K	0.53%	35
2023 Q1	$1.33M	Buy	26,675 +14,933	+127%	+$750K	0.59%	33
2022 Q4	$587K	Buy	+11,742	New	+$576K	0.31%	71

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

Carr Financial Group's DGRO Position: Q2 2026 in Review

Carr Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 9.8% in Q2 2026, buying an estimated $670K and bringing the position to 101,447 shares worth $7.69M. The position accounts for 1.77% of the portfolio, ranked #13.

Carr Financial Group first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Carr Financial Group held 101,447 shares of iShares Core Dividend Growth ETF worth $7.69M as of Q2 2026.
Carr Financial Group bought 9,082 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $670K.
iShares Core Dividend Growth ETF made up 1.77% of Carr Financial Group's portfolio in Q2 2026, its #13 holding.
Carr Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.