Cascade Financial Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cascade Financial Partners’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	$6.19M	Sell	81,697 -199	-0.2%	-$14.7K	0.54%	45
2026 Q1	$5.75M	Buy	81,896 +145	+0.2%	+$10.4K	0.59%	38
2025 Q4	$5.68M	Sell	81,751 -4,725	-5%	-$325K	0.58%	34
2025 Q3	$5.89M	Buy	86,476 +1,493	+2%	+$98.7K	0.67%	30
2025 Q2	$5.43M	Buy	84,983 +4,194	+5%	+$256K	0.65%	32
2025 Q1	$4.99M	Buy	80,789 +1,590	+2%	+$99.6K	0.63%	31
2024 Q4	$4.86M	Buy	79,199 +377	+0.5%	+$23.8K	0.63%	30
2024 Q3	$4.99M	Buy	78,822 +400	+0.5%	+$24.1K	0.63%	29
2024 Q2	$4.52M	Buy	78,422 +1,565	+2%	+$89.4K	0.59%	31
2024 Q1	$4.29M	Buy	+76,857	New	+$4.27M	0.62%	31

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

Cascade Financial Partners's DGRO Position: Q2 2026 in Review

Cascade Financial Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.24% in Q2 2026, selling an estimated $14.7K and leaving 81,697 shares worth $6.19M. The position accounts for 0.54% of the portfolio, ranked #45.

Cascade Financial Partners first reported a position in DGRO in Q1 2024 and has held it in 10 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Cascade Financial Partners held 81,697 shares of iShares Core Dividend Growth ETF worth $6.19M as of Q2 2026.
Cascade Financial Partners sold 199 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $14.7K.
iShares Core Dividend Growth ETF made up 0.54% of Cascade Financial Partners's portfolio in Q2 2026, its #45 holding.
Cascade Financial Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.