CRA Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CRA Financial Services’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	$1.43M	Sell	18,806 -1,637	-8%	-$121K	0.16%	105
2026 Q1	$1.43M	Buy	20,443 +22	+0.1%	+$1.58K	0.19%	95
2025 Q4	$1.42M	Sell	20,421 -764	-4%	-$52.5K	0.19%	95
2025 Q3	$1.44M	Buy	21,185 +908	+4%	+$60K	0.2%	98
2025 Q2	$1.3M	Hold	20,277	–	–	0.2%	95
2025 Q1	$1.25M	Sell	20,277 -222	-1%	-$13.9K	0.21%	94
2024 Q4	$1.26M	Buy	20,499 +141	+0.7%	+$8.89K	0.22%	85
2024 Q3	$1.28M	Hold	20,358	–	–	0.23%	80
2024 Q2	$1.17M	Sell	20,358 -906	-4%	-$51.8K	0.24%	75
2024 Q1	$1.23M	Hold	21,264	–	–	0.27%	69
2023 Q4	$1.14M	Hold	21,264	–	–	0.28%	67
2023 Q3	$1.05M	Buy	21,264 +2,382	+13%	+$123K	0.29%	63
2023 Q2	$973K	Hold	18,882	–	–	0.26%	66
2023 Q1	$944K	Hold	18,882	–	–	0.28%	67
2022 Q4	$944K	Hold	18,882	–	–	0.31%	64
2022 Q3	$840K	Buy	18,882 +430	+2%	+$21.2K	0.3%	62
2022 Q2	$879K	Hold	18,452	–	–	0.3%	69
2022 Q1	$986K	Hold	18,452	–	–	0.3%	65
2021 Q4	$1.03M	Hold	18,452	–	–	0.31%	60
2021 Q3	$927K	Hold	18,452	–	–	0.31%	62
2021 Q2	$929K	Hold	18,452	–	–	0.32%	56
2021 Q1	$891K	Hold	18,452	–	–	0.34%	51
2020 Q4	$827K	Sell	18,452 -80	-0.4%	-$3.4K	0.35%	55
2020 Q3	$737K	Hold	18,532	–	–	0.35%	59
2020 Q2	$697K	Hold	18,532	–	–	0.37%	55
2020 Q1	$604K	Hold	18,532	–	–	0.39%	59
2019 Q4	$780K	Hold	18,532	–	–	0.43%	51
2019 Q3	$725K	Hold	18,532	–	–	0.44%	52
2019 Q2	$708K	Hold	18,532	–	–	0.43%	51
2019 Q1	$681K	Hold	18,532	–	–	0.44%	50
2018 Q4	$615K	Buy	+18,532	New	+$651K	0.44%	54

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

CRA Financial Services's DGRO Position: Q2 2026 in Review

CRA Financial Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 8% in Q2 2026, selling an estimated $121K and leaving 18,806 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #105.

CRA Financial Services first reported a position in DGRO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.44M in Q3 2025. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

CRA Financial Services held 18,806 shares of iShares Core Dividend Growth ETF worth $1.43M as of Q2 2026.
CRA Financial Services sold 1,637 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $121K.
iShares Core Dividend Growth ETF made up 0.16% of CRA Financial Services's portfolio in Q2 2026, its #105 holding.
CRA Financial Services first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 31 quarters since.
CRA Financial Services's iShares Core Dividend Growth ETF position peaked at $1.44M in Q3 2025.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.