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Clarus Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Clarus 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 		$999K Buy
13,009
+1,581
+14% +$117K 0.39% 61
2026
Q1 		$806K Buy
11,428
+343
+3% +$24.6K 0.34% 61
2025
Q4 		$786K Buy
11,085
+1,834
+20% +$126K 0.33% 61
2025
Q3 		$634K Buy
9,251
+263
+3% +$17.4K 0.28% 58
2025
Q2 		$582K Sell
8,988
-769
-8% -$46.9K 0.27% 59
2025
Q1 		$575K Buy
9,757
+4,305
+79% +$270K 0.31% 61
2024
Q4 		$332K Buy
5,452
+317
+6% +$20K 0.17% 95
2024
Q3 		$319K Sell
5,135
-236
-4% -$14.2K 0.16% 95
2024
Q2 		$313K Sell
5,371
-264
-5% -$15.1K 0.17% 93
2024
Q1 		$319K Sell
5,635
-72
-1% -$4K 0.18% 98
2023
Q4 		$306K Buy
+5,707
New +$289K 0.18% 94
2023
Q2 		$347K Buy
6,848
+77
+1% +$3.87K 0.21% 94
2023
Q1 		$340K Sell
6,771
-276
-4% -$13.9K 0.21% 93
2022
Q4 		$358K Buy
7,047
+1,332
+23% +$65.4K 0.23% 88
2022
Q3 		$256K Buy
5,715
+328
+6% +$16.1K 0.18% 90
2022
Q2 		$259K Sell
5,387
-136
-2% -$6.86K 0.18% 86
2022
Q1 		$292K Buy
5,523
+38
+0.7% +$2.03K 0.18% 84
2021
Q4 		$307K Buy
5,485
+401
+8% +$21.4K 0.18% 82
2021
Q3 		$259K Buy
5,084
+71
+1% +$3.68K 0.16% 87
2021
Q2 		$257K Buy
5,013
+99
+2% +$4.97K 0.16% 86
2021
Q1 		$243K Buy
4,914
+179
+4% +$8.28K 0.15% 112
2020
Q4 		$216K Buy
+4,735
New +$201K 0.14% 124
2020
Q3 		– Sell
-5,819
Closed -$219K – 126
2020
Q2 		$219K Buy
+5,819
New +$212K 0.18% 114
2020
Q1 		– Sell
-7,971
Closed -$337K – 119
2019
Q4 		$337K Buy
+7,971
New +$322K 0.22% 102
2019
Q3 		– Sell
-3,711
Closed -$142K – 231
2019
Q2 		$142K Buy
3,711
+1,073
+41% +$40.2K 0.1% 149
2019
Q1 		$97K Buy
2,638
+1,073
+69% +$38.2K 0.07% 197
2018
Q4 		$52K Sell
1,565
-7,543
-83% -$265K 0.08% 250
2018
Q3 		$338K Buy
9,108
+7,594
+502% +$276K 0.22% 52
2018
Q2 		$51K Buy
+1,514
New +$52.1K 0.04% 283

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

Clarus Wealth Advisors's DGRO Position: Q2 2026 in Review

Clarus Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 14% in Q2 2026, buying an estimated $117K and bringing the position to 13,009 shares worth $999K. The position accounts for 0.39% of the portfolio, ranked #61.

Clarus Wealth Advisors first reported a position in DGRO in Q2 2018 and has held it in 29 quarters since. 227 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Clarus Wealth Advisors held 13,009 shares of iShares Core Dividend Growth ETF worth $999K as of Q2 2026.
  • Clarus Wealth Advisors bought 1,581 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $117K.
  • iShares Core Dividend Growth ETF made up 0.39% of Clarus Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Clarus Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2018 and has held it in 29 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.