Commonwealth Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Commonwealth Financial Services’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	$1.14M	Sell	15,035 -165	-1%	-$12.2K	0.15%	97
2026 Q1	$1.07M	Sell	15,200 -774	-5%	-$55.5K	0.17%	82
2025 Q4	$1.11M	Buy	15,974 +714	+5%	+$49.1K	0.18%	76
2025 Q3	$1.04M	Sell	15,260 -1,559	-9%	-$103K	0.18%	71
2025 Q2	$1.08M	Sell	16,819 -337	-2%	-$20.5K	0.21%	68
2025 Q1	$1.06M	Sell	17,156 -451	-3%	-$28.3K	0.22%	72
2024 Q4	$1.08M	Buy	17,607 +13	+0.1%	+$820	0.21%	64
2024 Q3	$1.1M	Sell	17,594 -86	-0.5%	-$5.18K	0.22%	67
2024 Q2	$1.02M	Sell	17,680 -1,444	-8%	-$82.5K	0.21%	66
2024 Q1	$1.03M	Hold	19,124	–	–	0.24%	56
2023 Q4	$1.03M	Sell	19,124 -31,012	-62%	-$1.57M	0.24%	56
2023 Q3	$2.48M	Buy	+50,136	New	+$2.6M	0.74%	33

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

Commonwealth Financial Services's DGRO Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q2 2026, selling an estimated $12.2K and leaving 15,035 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #97.

Commonwealth Financial Services first reported a position in DGRO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.48M in Q3 2023. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Commonwealth Financial Services held 15,035 shares of iShares Core Dividend Growth ETF worth $1.14M as of Q2 2026.
Commonwealth Financial Services sold 165 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $12.2K.
iShares Core Dividend Growth ETF made up 0.15% of Commonwealth Financial Services's portfolio in Q2 2026, its #97 holding.
Commonwealth Financial Services first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's iShares Core Dividend Growth ETF position peaked at $2.48M in Q3 2023.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.