Certified Advisory Corp’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Certified Advisory Corp’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	$1.94M	Buy	25,601 +82	+0.3%	+$6.05K	0.16%	125
2026 Q1	$1.79M	Sell	25,519 -686	-3%	-$49.2K	0.16%	128
2025 Q4	$1.82M	Sell	26,205 -113	-0.4%	-$7.77K	0.17%	127
2025 Q3	$1.79M	Sell	26,318 -809	-3%	-$53.5K	0.17%	121
2025 Q2	$1.73M	Buy	27,127 +45	+0.2%	+$2.74K	0.18%	115
2025 Q1	$1.67M	Sell	27,082 -894	-3%	-$56K	0.19%	114
2024 Q4	$1.72M	Sell	27,976 -147	-0.5%	-$9.27K	0.19%	113
2024 Q3	$1.76M	Sell	28,123 -545	-2%	-$32.9K	0.2%	111
2024 Q2	$1.65M	Sell	28,668 -249	-0.9%	-$14.2K	0.21%	110
2024 Q1	$1.68M	Sell	28,917 -155	-0.5%	-$8.61K	0.23%	105
2023 Q4	$1.56M	Sell	29,072 -3,144	-10%	-$159K	0.24%	106
2023 Q3	$1.6M	Sell	32,216 -6,911	-18%	-$358K	0.29%	93
2023 Q2	$2.02M	Sell	39,127 -115	-0.3%	-$5.78K	0.37%	79
2023 Q1	$1.96M	Buy	39,242 +296	+0.8%	+$14.9K	0.35%	83
2022 Q4	$1.95M	Buy	38,946 +1,472	+4%	+$72.3K	0.38%	75
2022 Q3	$1.67M	Buy	37,474 +7,467	+25%	+$368K	0.38%	75
2022 Q2	$1.43M	Sell	30,007 -1,728	-5%	-$87.1K	0.32%	82
2022 Q1	$1.7M	Sell	31,735 -942	-3%	-$50.3K	0.36%	80
2021 Q4	$1.82M	Buy	32,677 +5,211	+19%	+$278K	0.4%	63
2021 Q3	$1.38M	Sell	27,466 -1,493	-5%	-$77.3K	0.34%	75
2021 Q2	$1.46M	Buy	28,959 +3,079	+12%	+$154K	0.37%	67
2021 Q1	$1.25M	Buy	+25,880	New	+$1.2M	0.32%	75
2020 Q2	$967K	Buy	25,718 +2,159	+9%	+$78.5K	0.32%	79
2020 Q1	$768K	Sell	23,559 -1,369	-5%	-$53.5K	0.3%	83
2019 Q4	$1.05M	Sell	24,928 -652	-3%	-$26.4K	0.34%	72
2019 Q3	$1M	Sell	25,580 -88	-0.3%	-$3.39K	0.35%	71
2019 Q2	$981K	Buy	25,668 +1,189	+5%	+$44.6K	0.36%	69
2019 Q1	$900K	Buy	24,479 +34	+0.1%	+$1.21K	0.38%	70
2018 Q4	$811K	Buy	24,445 +2,893	+13%	+$102K	0.42%	64
2018 Q3	$799K	Buy	21,552 +130	+0.6%	+$4.72K	0.37%	69
2018 Q2	$734K	Buy	21,422 +941	+5%	+$32.4K	0.41%	67
2018 Q1	$694K	Buy	20,481 +6,707	+49%	+$237K	0.41%	68
2017 Q4	$479K	Buy	+13,774	New	+$465K	0.34%	65

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Certified Advisory Corp's DGRO Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.32% in Q2 2026, buying an estimated $6.05K and bringing the position to 25,601 shares worth $1.94M. The position accounts for 0.16% of the portfolio, ranked #125.

Certified Advisory Corp first reported a position in DGRO in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.02M in Q2 2023. 494 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Certified Advisory Corp held 25,601 shares of iShares Core Dividend Growth ETF worth $1.94M as of Q2 2026.
Certified Advisory Corp bought 82 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $6.05K.
iShares Core Dividend Growth ETF made up 0.16% of Certified Advisory Corp's portfolio in Q2 2026, its #125 holding.
Certified Advisory Corp first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's iShares Core Dividend Growth ETF position peaked at $2.02M in Q2 2023.
494 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.