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

Catalyst 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	$576K	Sell	7,597 -2	-0%	-$148	0.06%	197
2026 Q1	$533K	Sell	7,599 -98	-1%	-$7.03K	0.06%	193
2025 Q4	$534K	Buy	7,697 +230	+3%	+$15.8K	0.06%	161
2025 Q3	$508K	Hold	7,467	–	–	0.06%	164
2025 Q2	$477K	Sell	7,467 -500	-6%	-$30.5K	0.05%	172
2025 Q1	$492K	Buy	7,967 +585	+8%	+$36.7K	0.09%	150
2024 Q4	$453K	Hold	7,382	–	–	0.09%	152
2024 Q3	$463K	Hold	7,382	–	–	0.09%	145
2024 Q2	$425K	Buy	+7,382	New	+$422K	0.09%	147
2023 Q3	–	Sell	-3,960	Closed	-$204K	–	209
2023 Q2	$204K	Buy	+3,960	New	+$199K	0.07%	191

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

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

Catalyst Financial Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.03% in Q2 2026, selling an estimated $148 and leaving 7,597 shares worth $576K. The position accounts for 0.06% of the portfolio, ranked #197.

Catalyst Financial Partners first reported a position in DGRO in Q2 2023 and has held it in 10 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Catalyst Financial Partners held 7,597 shares of iShares Core Dividend Growth ETF worth $576K as of Q2 2026.
Catalyst Financial Partners sold 2 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $148.
iShares Core Dividend Growth ETF made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #197 holding.
Catalyst Financial Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 10 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.