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CGC Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CGC Financial Services’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 		$21.4K Hold
282
– – ﹤0.01% 181
2026
Q1 		$19.8K Sell
282
-16,283
-98% -$1.17M 0.01% 173
2025
Q4 		$1.15M Hold
16,565
– – 0.31% 20
2025
Q3 		$1.13M Hold
16,565
– – 0.31% 19
2025
Q2 		$1.06M Hold
16,565
– – 0.36% 17
2025
Q1 		$1.02M Hold
16,565
– – 0.4% 14
2024
Q4 		$1.02M Sell
16,565
-8
-0% -$505 0.4% 15
2024
Q3 		$1.04M Sell
16,573
-845
-5% -$50.9K 0.42% 13
2024
Q2 		$1M Sell
17,418
-1,630
-9% -$93.1K 0.44% 14
2024
Q1 		$1.11M Sell
19,048
-52,058
-73% -$2.89M 0.58% 12
2023
Q4 		$3.83M Buy
71,106
+69,873
+5,667% +$3.54M 1.75% 11
2023
Q3 		$61.1K Hold
1,233
– – 0.04% 80
2023
Q2 		$63.5K Buy
+1,233
New +$62K 0.04% 83

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

CGC Financial Services's DGRO Position: Q2 2026 in Review

CGC Financial Services held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 282 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

CGC Financial Services first reported a position in DGRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.83M in Q4 2023. 235 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • CGC Financial Services held 282 shares of iShares Core Dividend Growth ETF worth $21.4K as of Q2 2026.
  • CGC Financial Services left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #181 holding.
  • CGC Financial Services first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's iShares Core Dividend Growth ETF position peaked at $3.83M in Q4 2023.
  • 235 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.