Cassaday & Co Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cassaday & Co 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	$102K	Sell	1,350 -450	-25%	-$33.2K	﹤0.01%	475
2026 Q1	$126K	Buy	+1,800	New	+$129K	﹤0.01%	408

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

Cassaday & Co Wealth Management's DGRO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 25% in Q2 2026, selling an estimated $33.2K and leaving 1,350 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Cassaday & Co Wealth Management first reported a position in DGRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $126K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Cassaday & Co Wealth Management held 1,350 shares of iShares Core Dividend Growth ETF worth $102K as of Q2 2026.
Cassaday & Co Wealth Management sold 450 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $33.2K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #475 holding.
Cassaday & Co Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
Cassaday & Co Wealth Management's iShares Core Dividend Growth ETF position peaked at $126K in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.