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

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

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. 1,346 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.
1,346 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.