CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$3.18M	Buy	42,021 +2,018	+5%	+$149K	0.04%	128
2026 Q1	$2.81M	Buy	40,003 +300	+0.8%	+$21.5K	0.04%	124
2025 Q4	$2.76M	Sell	39,703 -2,275	-5%	-$156K	0.04%	113
2025 Q3	$2.86M	Sell	41,978 -700	-2%	-$46.3K	0.05%	109
2025 Q2	$2.73M	Buy	42,678 +19,376	+83%	+$1.18M	0.05%	109
2025 Q1	$1.44M	Buy	23,302 +1,204	+5%	+$75.4K	0.03%	140
2024 Q4	$1.36M	Sell	22,098 -3,808	-15%	-$240K	0.03%	132
2024 Q3	$1.62M	Buy	25,906 +3,359	+15%	+$202K	0.04%	126
2024 Q2	$1.3M	Sell	22,547 -3,879	-15%	-$222K	0.03%	127
2024 Q1	$1.53M	Sell	26,426 -15,436	-37%	-$857K	0.03%	115
2023 Q4	$2.25M	Sell	41,862 -8,070	-16%	-$409K	0.06%	97
2023 Q3	$2.47M	Sell	49,932 -1,649	-3%	-$85.4K	0.07%	83
2023 Q2	$2.66M	Sell	51,581 -3,228	-6%	-$162K	0.07%	82
2023 Q1	$2.74M	Sell	54,809 -36,487	-40%	-$1.83M	0.08%	82
2022 Q4	$4.56M	Sell	91,296 -83,681	-48%	-$4.11M	0.17%	66
2022 Q3	$7.78M	Sell	174,977 -64,850	-27%	-$3.19M	0.96%	16
2022 Q2	$11.4M	Sell	239,827 -15,252	-6%	-$769K	0.47%	38
2022 Q1	$13.6M	Sell	255,079 -10,930	-4%	-$584K	0.49%	39
2021 Q4	$14.8M	Buy	266,009 +13,245	+5%	+$707K	0.54%	37
2021 Q3	$12.7M	Buy	252,764 +44,194	+21%	+$2.29M	0.5%	38
2021 Q2	$10.5M	Buy	208,570 +28,600	+16%	+$1.43M	0.43%	43
2021 Q1	$8.69M	Sell	179,970 -22,172	-11%	-$1.02M	0.41%	42
2020 Q4	$9.06M	Buy	202,142 +74,649	+59%	+$3.17M	0.44%	42
2020 Q3	$5.07M	Buy	127,493 +4,792	+4%	+$190K	0.29%	56
2020 Q2	$4.61M	Buy	+122,701	New	+$4.46M	0.28%	54
2019 Q4	$7.14M	Buy	169,621 +121,003	+249%	+$4.89M	0.57%	29
2019 Q3	$1.9M	Buy	+48,618	New	+$1.87M	0.17%	72

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DGRO Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 5% in Q2 2026, buying an estimated $149K and bringing the position to 42,021 shares worth $3.18M. The position accounts for 0.04% of the portfolio, ranked #128.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DGRO in Q3 2019 and has held it in 27 quarters since. The position peaked at $14.8M in Q4 2021. 603 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 42,021 shares of iShares Core Dividend Growth ETF worth $3.18M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 2,018 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $149K.
iShares Core Dividend Growth ETF made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #128 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 27 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $14.8M in Q4 2021.
603 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.