CWP
DGRO icon

Clark Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Clark Wealth Partners’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 		$56.7K Buy
748
+4
+0.5% +$295 0.03% 107
2026
Q1 		$52.2K Buy
744
+3
+0.4% +$215 0.04% 100
2025
Q4 		$51.4K Hold
741
– – 0.03% 105
2025
Q3 		$51.4K Buy
+741
New +$49K 0.03% 105

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clark Wealth Partners's DGRO Position: Q2 2026 in Review

Clark Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.54% in Q2 2026, buying an estimated $295 and bringing the position to 748 shares worth $56.7K. The position accounts for 0.03% of the portfolio, ranked #107.

Clark Wealth Partners first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. 1,298 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Clark Wealth Partners held 748 shares of iShares Core Dividend Growth ETF worth $56.7K as of Q2 2026.
  • Clark Wealth Partners bought 4 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $295.
  • iShares Core Dividend Growth ETF made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Clark Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,298 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.