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Commonwealth Retirement Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Commonwealth Retirement Investments’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 		$341K Sell
4,505
-263
-6% -$19.4K 0.09% 102
2026
Q1 		$335K Sell
4,768
-99
-2% -$7.1K 0.1% 99
2025
Q4 		$338K Sell
4,867
-231
-5% -$15.9K 0.11% 102
2025
Q3 		$347K Sell
5,098
-609
-11% -$40.2K 0.12% 103
2025
Q2 		$365K Buy
5,707
+1,307
+30% +$79.7K 0.14% 100
2025
Q1 		$272K Sell
4,400
-335
-7% -$21K 0.11% 85
2024
Q4 		$290K Sell
4,735
-720
-13% -$45.4K 0.12% 89
2024
Q3 		$342K Sell
5,455
-403
-7% -$24.3K 0.14% 82
2024
Q2 		$337K Sell
5,858
-681
-10% -$38.9K 0.15% 82
2024
Q1 		$380K Sell
6,539
-612
-9% -$34K 0.18% 71
2023
Q4 		$385K Sell
7,151
-117
-2% -$5.93K 0.2% 72
2023
Q3 		$360K Sell
7,268
-1,798
-20% -$93.1K 0.21% 65
2023
Q2 		$467K Sell
9,066
-833
-8% -$41.9K 0.26% 56
2023
Q1 		$495K Buy
9,899
+1,130
+13% +$56.7K 0.29% 49
2022
Q4 		$438K Buy
+8,769
New +$430K 0.27% 54

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commonwealth Retirement Investments's DGRO Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its iShares Core Dividend Growth ETF (DGRO) stake by 5.5% in Q2 2026, selling an estimated $19.4K and leaving 4,505 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #102.

Commonwealth Retirement Investments first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $495K in Q1 2023. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Commonwealth Retirement Investments held 4,505 shares of iShares Core Dividend Growth ETF worth $341K as of Q2 2026.
  • Commonwealth Retirement Investments sold 263 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $19.4K.
  • iShares Core Dividend Growth ETF made up 0.09% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #102 holding.
  • Commonwealth Retirement Investments first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Retirement Investments's iShares Core Dividend Growth ETF position peaked at $495K in Q1 2023.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.