Cedar Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cedar 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	$298K	Hold	3,934	–	–	0.08%	73
2026 Q1	$276K	Hold	3,934	–	–	0.08%	73
2025 Q4	$273K	Hold	3,934	–	–	0.08%	70
2025 Q3	$268K	Hold	3,934	–	–	0.08%	73
2025 Q2	$252K	Hold	3,934	–	–	0.09%	71
2025 Q1	$243K	Hold	3,934	–	–	0.09%	74
2024 Q4	$241K	Sell	3,934 -21,835	-85%	-$1.38M	0.09%	69
2024 Q3	$1.62M	Sell	25,769 -503	-2%	-$30.3K	0.5%	30
2024 Q2	$1.51M	Sell	26,272 -300	-1%	-$17.1K	0.49%	29
2024 Q1	$1.54M	Buy	26,572 +121	+0.5%	+$6.72K	0.51%	29
2023 Q4	$1.42M	Buy	26,451 +460	+2%	+$23.3K	0.52%	30
2023 Q3	$1.29M	Buy	25,991 +38	+0.1%	+$1.97K	0.51%	30
2023 Q2	$1.34M	Sell	25,953 -201	-0.8%	-$10.1K	0.52%	28
2023 Q1	$1.31M	Sell	26,154 -45,134	-63%	-$2.27M	0.54%	27
2022 Q4	$3.56M	Sell	71,288 -14,056	-16%	-$690K	1.76%	10
2022 Q3	$3.79M	Buy	85,344 +3,052	+4%	+$150K	1.89%	11
2022 Q2	$3.92M	Sell	82,292 -5,276	-6%	-$266K	1.79%	12
2022 Q1	$4.68M	Sell	87,568 -6,419	-7%	-$343K	1.89%	11
2021 Q4	$5.22M	Buy	93,987 +127	+0.1%	+$6.78K	2.11%	9
2021 Q3	$4.72M	Buy	93,860 +355	+0.4%	+$18.4K	2.1%	9
2021 Q2	$4.71M	Buy	93,505 +6,012	+7%	+$302K	2.12%	8
2021 Q1	$4.22M	Buy	87,493 +365	+0.4%	+$16.9K	2.1%	7
2020 Q4	$3.9M	Buy	87,128 +868	+1%	+$36.9K	2.1%	6
2020 Q3	$3.43M	Sell	86,260 -1,426	-2%	-$56.7K	2.13%	7
2020 Q2	$3.3M	Buy	87,686 +23,492	+37%	+$854K	2.22%	7
2020 Q1	$2.09M	Buy	+64,194	New	+$2.51M	1.41%	10

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

Cedar Wealth Management's DGRO Position: Q2 2026 in Review

Cedar Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 3,934 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #73.

Cedar Wealth Management first reported a position in DGRO in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.22M in Q4 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Cedar Wealth Management held 3,934 shares of iShares Core Dividend Growth ETF worth $298K as of Q2 2026.
Cedar Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.08% of Cedar Wealth Management's portfolio in Q2 2026, its #73 holding.
Cedar Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 26 quarters since.
Cedar Wealth Management's iShares Core Dividend Growth ETF position peaked at $5.22M in Q4 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.