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

Clearwater Capital 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	$517K	Buy	+6,820	New	+$503K	0.04%	121
2025 Q2	–	Sell	-3,422	Closed	-$211K	–	168
2025 Q1	$211K	Sell	3,422 -3,552	-51%	-$223K	0.02%	160
2024 Q4	$428K	Buy	+6,974	New	+$440K	0.04%	119
2018 Q2	–	Sell	-1,500	Closed	-$51K	–	263
2018 Q1	$51K	Buy	+1,500	New	+$52.9K	0.01%	292

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

Clearwater Capital Advisors's DGRO Position: Q2 2026 in Review

Clearwater Capital Advisors opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 6,820 shares worth $517K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings. This is a return to the name: Clearwater Capital Advisors previously reported a position in DGRO as recently as Q1 2025.

Clearwater Capital Advisors first reported a position in DGRO in Q1 2018 and has held it in 4 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Clearwater Capital Advisors held 6,820 shares of iShares Core Dividend Growth ETF worth $517K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Clearwater Capital Advisors position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.04% of Clearwater Capital Advisors's portfolio in Q2 2026, its #121 holding.
Clearwater Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and has held it in 4 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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