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Clarity Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Clarity Asset 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 		$4.4M Buy
58,024
+25,536
+79% +$1.88M 2.16% 16
2026
Q1 		$2.28M Buy
32,488
+31,674
+3,891% +$2.27M 1.15% 25
2025
Q4 		$56.5K Buy
+814
New +$56K 0.03% 91

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
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Clarity Asset Management's DGRO Position: Q2 2026 in Review

Clarity Asset Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 79% in Q2 2026, buying an estimated $1.88M and bringing the position to 58,024 shares worth $4.4M. The position accounts for 2.16% of the portfolio, ranked #16.

Clarity Asset Management first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Clarity Asset Management held 58,024 shares of iShares Core Dividend Growth ETF worth $4.4M as of Q2 2026.
  • Clarity Asset Management bought 25,536 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.88M.
  • iShares Core Dividend Growth ETF made up 2.16% of Clarity Asset Management's portfolio in Q2 2026, its #16 holding.
  • Clarity Asset Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.