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

Conservest 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	$60.4M	Buy	796,303 +2,895	+0.4%	+$214K	4.8%	6
2026 Q1	$55.7M	Buy	793,408 +110,940	+16%	+$7.95M	5.05%	6
2025 Q4	$47.4M	Buy	682,468 +5,694	+0.8%	+$392K	4.27%	8
2025 Q3	$46.1M	Buy	676,774 +8,133	+1%	+$537K	4.26%	8
2025 Q2	$42.8M	Sell	668,641 -22,847	-3%	-$1.39M	4.22%	8
2025 Q1	$42.7M	Buy	691,488 +7,099	+1%	+$445K	4.49%	8
2024 Q4	$42M	Sell	684,389 -115,584	-14%	-$7.29M	4.34%	8
2024 Q3	$46.4M	Buy	799,973 +141,221	+21%	+$8.51M	4.76%	7
2024 Q2	$38.2M	Sell	658,752 -141,264	-18%	-$8.07M	4.13%	8
2024 Q1	$46.4M	Buy	800,016 +26,815	+3%	+$1.49M	4.74%	7
2023 Q4	$41.6M	Buy	773,201 +19,393	+3%	+$983K	4.42%	7
2023 Q3	$37.3M	Buy	753,808 +19,965	+3%	+$1.03M	4.51%	7
2023 Q2	$37.8M	Buy	733,843 +35,846	+5%	+$1.8M	4.38%	7
2023 Q1	$34.9M	Buy	697,997 +29,505	+4%	+$1.48M	4.16%	8
2022 Q4	$33.4M	Buy	+668,492	New	+$32.8M	4.24%	8
2022 Q3	–	Sell	-496,530	Closed	-$24.4M	–	10
2022 Q2	$23.7M	Buy	496,530 +104,411	+27%	+$5.26M	2.94%	13
2022 Q1	$20.9M	Buy	392,119 +138,637	+55%	+$7.4M	2.32%	15
2021 Q4	$14.1M	Buy	253,482 +57,794	+30%	+$3.08M	1.51%	17
2021 Q3	$9.83M	Buy	195,688 +65,796	+51%	+$3.41M	1.11%	19
2021 Q2	$6.54M	Buy	129,892 +50,395	+63%	+$2.53M	0.74%	19
2021 Q1	$3.84M	Buy	79,497 +45,888	+137%	+$2.12M	0.44%	24
2020 Q4	$1.51M	Buy	+33,609	New	+$1.43M	0.18%	37

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

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

Conservest Capital Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.36% in Q2 2026, buying an estimated $214K and bringing the position to 796,303 shares worth $60.4M. The position accounts for 4.8% of the portfolio, ranked #6.

Conservest Capital Advisors first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Conservest Capital Advisors held 796,303 shares of iShares Core Dividend Growth ETF worth $60.4M as of Q2 2026.
Conservest Capital Advisors bought 2,895 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $214K.
iShares Core Dividend Growth ETF made up 4.8% of Conservest Capital Advisors's portfolio in Q2 2026, its #6 holding.
Conservest Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.