Churchill Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Churchill Financial Advisors’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	$15M	Buy	197,441 +47,205	+31%	+$3.48M	2.88%	6
2026 Q1	$10.5M	Buy	150,236 +47,793	+47%	+$3.43M	2.22%	8
2025 Q4	$7.11M	Buy	+102,443	New	+$7.04M	2.17%	9

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

Churchill Financial Advisors's DGRO Position: Q2 2026 in Review

Churchill Financial Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 31% in Q2 2026, buying an estimated $3.48M and bringing the position to 197,441 shares worth $15M. The position accounts for 2.88% of the portfolio, ranked #6.

Churchill Financial Advisors first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Churchill Financial Advisors held 197,441 shares of iShares Core Dividend Growth ETF worth $15M as of Q2 2026.
Churchill Financial Advisors bought 47,205 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.48M.
iShares Core Dividend Growth ETF made up 2.88% of Churchill Financial Advisors's portfolio in Q2 2026, its #6 holding.
Churchill Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.