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

Coastal Bridge 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	$8.73M	Buy	115,195 +238	+0.2%	+$17.6K	0.54%	41
2026 Q1	$8.07M	Sell	114,957 -1,380	-1%	-$98.9K	0.57%	44
2025 Q4	$8.08M	Buy	116,337 +269	+0.2%	+$18.5K	0.6%	40
2025 Q3	$7.9M	Sell	116,068 -257	-0.2%	-$17K	0.6%	39
2025 Q2	$7.44M	Buy	116,325 +1,666	+1%	+$102K	0.61%	41
2025 Q1	$7.08M	Buy	+114,659	New	+$7.18M	0.64%	38

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 22.9% 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

Coastal Bridge Advisors's DGRO Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.21% in Q2 2026, buying an estimated $17.6K and bringing the position to 115,195 shares worth $8.73M. The position accounts for 0.54% of the portfolio, ranked #41.

Coastal Bridge Advisors first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Coastal Bridge Advisors held 115,195 shares of iShares Core Dividend Growth ETF worth $8.73M as of Q2 2026.
Coastal Bridge Advisors bought 238 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $17.6K.
iShares Core Dividend Growth ETF made up 0.54% of Coastal Bridge Advisors's portfolio in Q2 2026, its #41 holding.
Coastal Bridge Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.