Creative Financial Designs’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Creative Financial Designs’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	$4.12M	Sell	54,420 -302	-0.6%	-$22.3K	0.2%	109
2026 Q1	$3.84M	Buy	54,722 +875	+2%	+$62.7K	0.23%	93
2025 Q4	$3.74M	Buy	53,847 +1,177	+2%	+$80.9K	0.24%	96
2025 Q3	$3.59M	Buy	52,670 +4,348	+9%	+$287K	0.24%	91
2025 Q2	$3.09M	Buy	48,322 +2,735	+6%	+$167K	0.22%	102
2025 Q1	$2.82M	Buy	45,587 +4,857	+12%	+$304K	0.22%	92
2024 Q4	$2.5M	Sell	40,730 -1,161	-3%	-$73.2K	0.2%	101
2024 Q3	$2.63M	Buy	41,891 +114	+0.3%	+$6.87K	0.22%	93
2024 Q2	$2.41M	Buy	41,777 +1,288	+3%	+$73.6K	0.21%	95
2024 Q1	$2.35M	Sell	40,489 -3,937	-9%	-$219K	0.22%	96
2023 Q4	$2.39M	Sell	44,426 -594	-1%	-$30.1K	0.24%	84
2023 Q3	$2.23M	Buy	45,020 +3,418	+8%	+$177K	0.26%	80
2023 Q2	$2.14M	Buy	41,602 +2,941	+8%	+$148K	0.25%	83
2023 Q1	$1.93M	Buy	38,661 +2,531	+7%	+$127K	0.25%	87
2022 Q4	$1.81M	Buy	36,130 +906	+3%	+$44.5K	0.27%	81
2022 Q3	$1.57M	Buy	35,224 +663	+2%	+$32.6K	0.26%	81
2022 Q2	$1.65M	Buy	34,561 +4,056	+13%	+$205K	0.27%	81
2022 Q1	$1.63M	Sell	30,505 -19,217	-39%	-$1.03M	0.25%	90
2021 Q4	$2.76M	Buy	49,722 +784	+2%	+$41.8K	0.42%	53
2021 Q3	$2.46M	Buy	48,938 +6,160	+14%	+$319K	0.41%	58
2021 Q2	$2.15M	Buy	42,778 +467	+1%	+$23.4K	0.37%	60
2021 Q1	$2.04M	Buy	42,311 +1,120	+3%	+$51.8K	0.4%	57
2020 Q4	$1.85M	Buy	41,191 +729	+2%	+$31K	0.39%	52
2020 Q3	$1.61M	Buy	40,462 +12,372	+44%	+$492K	0.4%	56
2020 Q2	$1.06M	Buy	28,090 +27,725	+7,596%	+$1.01M	0.32%	59
2020 Q1	$12K	Buy	365 +230	+170%	+$9K	0.01%	329
2019 Q4	$6K	Hold	135	–	–	﹤0.01%	444
2019 Q3	$5K	Buy	+135	New	+$5.2K	﹤0.01%	466

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

Creative Financial Designs's DGRO Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.55% in Q2 2026, selling an estimated $22.3K and leaving 54,420 shares worth $4.12M. The position accounts for 0.2% of the portfolio, ranked #109.

Creative Financial Designs first reported a position in DGRO in Q3 2019 and has held it in 28 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Creative Financial Designs held 54,420 shares of iShares Core Dividend Growth ETF worth $4.12M as of Q2 2026.
Creative Financial Designs sold 302 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $22.3K.
iShares Core Dividend Growth ETF made up 0.2% of Creative Financial Designs's portfolio in Q2 2026, its #109 holding.
Creative Financial Designs first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 28 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.