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

Clearstead 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	$1.53M	Buy	20,241 +14,107	+230%	+$1.04M	0.01%	437
2026 Q1	$430K	Buy	6,134 +5,131	+512%	+$368K	﹤0.01%	753
2025 Q4	$69.6K	Buy	1,003 +114	+13%	+$7.84K	﹤0.01%	1255
2025 Q3	$60.5K	Hold	889	–	–	﹤0.01%	1218
2025 Q2	$56.8K	Buy	889 +602	+210%	+$36.7K	﹤0.01%	1249
2025 Q1	$17.7K	Sell	287 -91	-24%	-$5.7K	﹤0.01%	1459
2024 Q4	$23.2K	Sell	378 -595	-61%	-$37.5K	﹤0.01%	1337
2024 Q3	$61K	Hold	973	–	–	﹤0.01%	1159
2024 Q2	$56.1K	Buy	973 +287	+42%	+$16.4K	﹤0.01%	1135
2024 Q1	$39.6K	Buy	+686	New	+$38.1K	﹤0.01%	824

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

Clearstead Advisors's DGRO Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 230% in Q2 2026, buying an estimated $1.04M and bringing the position to 20,241 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #437.

Clearstead Advisors first reported a position in DGRO in Q1 2024 and has held it in 10 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Clearstead Advisors held 20,241 shares of iShares Core Dividend Growth ETF worth $1.53M as of Q2 2026.
Clearstead Advisors bought 14,107 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.04M.
iShares Core Dividend Growth ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #437 holding.
Clearstead Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.