Core Wealth Advisors (Florida)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Core Wealth Advisors (Florida)’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	$2.19M	Buy	28,848 +21,931	+317%	+$1.62M	0.44%	26
2026 Q1	$485K	Hold	6,917	–	–	0.12%	69
2025 Q4	$480K	Sell	6,917 -73	-1%	-$5.02K	0.12%	62
2025 Q3	$476K	Hold	6,990	–	–	0.12%	60
2025 Q2	$447K	Hold	6,990	–	–	0.13%	50
2025 Q1	$432K	Hold	6,990	–	–	0.14%	47
2024 Q4	$429K	Buy	6,990 +73	+1%	+$4.61K	0.14%	44
2024 Q3	$434K	Sell	6,917 -24	-0.3%	-$1.45K	0.14%	43
2024 Q2	$400K	Hold	6,941	–	–	0.14%	45
2024 Q1	$403K	Sell	6,941 -162	-2%	-$8.99K	0.14%	43
2023 Q4	$382K	Hold	7,103	–	–	0.14%	40
2023 Q3	$352K	Buy	7,103 +101	+1%	+$5.23K	0.14%	40
2023 Q2	$361K	Buy	7,002 +20	+0.3%	+$1.01K	0.14%	39
2023 Q1	$349K	Buy	6,982 +502	+8%	+$25.2K	0.14%	37
2022 Q4	$324K	Buy	6,480 +56	+0.9%	+$2.75K	0.14%	32
2022 Q3	$286K	Sell	6,424 -1,079	-14%	-$53.1K	0.17%	29
2022 Q2	$357K	Sell	7,503 -2,351	-24%	-$119K	0.22%	30
2022 Q1	$526K	Buy	9,854 +1,266	+15%	+$67.6K	0.3%	29
2021 Q4	$477K	Buy	8,588 +507	+6%	+$27.1K	0.28%	25
2021 Q3	$406K	Buy	8,081 +306	+4%	+$15.8K	0.27%	29
2021 Q2	$392K	Buy	7,775 +50	+0.6%	+$2.51K	0.26%	27
2021 Q1	$373K	Sell	7,725 -477	-6%	-$22.1K	0.33%	27
2020 Q4	$368K	Sell	8,202 -10,167	-55%	-$432K	0.33%	28
2020 Q3	$731K	Sell	18,369 -47,085	-72%	-$1.87M	0.68%	16
2020 Q2	$2.46M	Buy	65,454 +63,079	+2,656%	+$2.29M	2.17%	13
2020 Q1	$77K	Buy	+2,375	New	+$92.9K	0.06%	49

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

Core Wealth Advisors (Florida)'s DGRO Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its iShares Core Dividend Growth ETF (DGRO) stake by 317% in Q2 2026, buying an estimated $1.62M and bringing the position to 28,848 shares worth $2.19M. The position accounts for 0.44% of the portfolio, ranked #26.

Core Wealth Advisors (Florida) first reported a position in DGRO in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.46M in Q2 2020. 1,333 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Core Wealth Advisors (Florida) held 28,848 shares of iShares Core Dividend Growth ETF worth $2.19M as of Q2 2026.
Core Wealth Advisors (Florida) bought 21,931 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.62M.
iShares Core Dividend Growth ETF made up 0.44% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #26 holding.
Core Wealth Advisors (Florida) first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 26 quarters since.
Core Wealth Advisors (Florida)'s iShares Core Dividend Growth ETF position peaked at $2.46M in Q2 2020.
1,333 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.