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

Centurion 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 		$2.28M Buy
30,143
+359
+1% +$26.5K 0.55% 45
2026
Q1 		$2.09M Sell
29,784
-122
-0.4% -$8.75K 0.47% 53
2025
Q4 		$2.08M Buy
29,906
+495
+2% +$34K 0.45% 56
2025
Q3 		$2M Sell
29,411
-694
-2% -$45.9K 0.46% 57
2025
Q2 		$1.92M Sell
30,105
-321
-1% -$19.6K 0.55% 47
2025
Q1 		$1.87M Hold
30,426
– – 0.58% 37
2024
Q4 		$1.87M Buy
30,426
+379
+1% +$23.9K 0.58% 37
2024
Q3 		$1.88M Buy
+30,047
New +$1.81M 0.6% 35
2024
Q1 		$1.89M Sell
32,487
-523
-2% -$29K 0.74% 25
2023
Q4 		$1.78M Sell
33,010
-1,683
-5% -$85.3K 0.76% 25
2023
Q3 		$1.72M Buy
34,693
+209
+0.6% +$10.8K 0.84% 23
2023
Q2 		$1.78M Buy
34,484
+2,061
+6% +$104K 0.86% 28
2023
Q1 		$1.62M Buy
32,423
+3,161
+11% +$159K 0.82% 29
2022
Q4 		$1.46M Buy
+29,262
New +$1.44M 0.83% 27

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Centurion Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.2% in Q2 2026, buying an estimated $26.5K and bringing the position to 30,143 shares worth $2.28M. The position accounts for 0.55% of the portfolio, ranked #45.

Centurion Wealth Management first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. 235 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Centurion Wealth Management held 30,143 shares of iShares Core Dividend Growth ETF worth $2.28M as of Q2 2026.
  • Centurion Wealth Management bought 359 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $26.5K.
  • iShares Core Dividend Growth ETF made up 0.55% of Centurion Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Centurion Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.