Continuum Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Continuum Wealth 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	$319K	Sell	4,209 -235	-5%	-$17.3K	0.11%	64
2026 Q1	$312K	Sell	4,444 -731	-14%	-$52.4K	0.13%	54
2025 Q4	$359K	Sell	5,175 -110	-2%	-$7.56K	0.14%	56
2025 Q3	$360K	Sell	5,285 -16	-0.3%	-$1.06K	0.15%	49
2025 Q2	$339K	Sell	5,301 -601	-10%	-$36.6K	0.16%	44
2025 Q1	$365K	Sell	5,902 -93	-2%	-$5.83K	0.19%	37
2024 Q4	$368K	Buy	5,995 +272	+5%	+$17.2K	0.19%	41
2024 Q3	$359K	Sell	5,723 -781	-12%	-$47.1K	0.19%	43
2024 Q2	$375K	Sell	6,504 -4	-0.1%	-$228	0.2%	36
2024 Q1	$378K	Sell	6,508 -184	-3%	-$10.2K	0.21%	40
2023 Q4	$360K	Hold	6,692	–	–	0.23%	35
2023 Q3	$331K	Sell	6,692 -53	-0.8%	-$2.74K	0.23%	35
2023 Q2	$348K	Sell	6,745 -762	-10%	-$38.3K	0.25%	35
2023 Q1	$375K	Sell	7,507 -887	-11%	-$44.5K	0.31%	23
2022 Q4	$420K	Buy	+8,394	New	+$412K	0.42%	26

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

Continuum Wealth Advisors's DGRO Position: Q2 2026 in Review

Continuum Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 5.3% in Q2 2026, selling an estimated $17.3K and leaving 4,209 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #64.

Continuum Wealth Advisors first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $420K in Q4 2022. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Continuum Wealth Advisors held 4,209 shares of iShares Core Dividend Growth ETF worth $319K as of Q2 2026.
Continuum Wealth Advisors sold 235 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $17.3K.
iShares Core Dividend Growth ETF made up 0.11% of Continuum Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Continuum Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $420K in Q4 2022.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.