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Coquina Private Wealth LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Coquina Private Wealth LLC’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 		$1.06M Buy
13,932
+26
+0.2% +$1.92K 0.72% 28
2026
Q1 		$976K Sell
13,906
-2,170
-13% -$156K 0.79% 25
2025
Q4 		$1.12M Buy
+16,076
New +$1.11M 0.89% 23

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Coquina Private Wealth LLC's DGRO Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.19% in Q2 2026, buying an estimated $1.92K and bringing the position to 13,932 shares worth $1.06M. The position accounts for 0.72% of the portfolio, ranked #28.

Coquina Private Wealth LLC first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Coquina Private Wealth LLC held 13,932 shares of iShares Core Dividend Growth ETF worth $1.06M as of Q2 2026.
  • Coquina Private Wealth LLC bought 26 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.92K.
  • iShares Core Dividend Growth ETF made up 0.72% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #28 holding.
  • Coquina Private Wealth LLC first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's iShares Core Dividend Growth ETF position peaked at $1.12M in Q4 2025.
  • 901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.