Copia Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Copia Wealth Management’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	$73.4K	Hold	968	–	–	0.04%	176
2026 Q1	$67.9K	Sell	968 -10	-1%	-$717	0.05%	168
2025 Q4	$67.9K	Hold	978	–	–	0.05%	178
2025 Q3	$66.6K	Sell	978 -5	-0.5%	-$330	0.05%	165
2025 Q2	$62.9K	Sell	983 -792	-45%	-$48.3K	0.05%	150
2025 Q1	$110K	Sell	1,775 -390	-18%	-$24.4K	0.1%	117
2024 Q4	$133K	Buy	+2,165	New	+$137K	0.13%	101

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

Copia Wealth Management's DGRO Position: Q2 2026 in Review

Copia Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 968 shares worth $73.4K. The position accounts for 0.04% of the portfolio, ranked #176.

Copia Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Copia Wealth Management held 968 shares of iShares Core Dividend Growth ETF worth $73.4K as of Q2 2026.
Copia Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #176 holding.
Copia Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares Core Dividend Growth ETF position peaked at $133K in Q4 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.