Crewe Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Crewe Advisors’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	$2.53M	Buy	33,384 +2,282	+7%	+$168K	0.18%	54
2026 Q1	$2.18M	Buy	31,102 +3,734	+14%	+$268K	0.19%	57
2025 Q4	$1.9M	Buy	27,368 +234	+0.9%	+$16.1K	0.17%	62
2025 Q3	$1.85M	Buy	27,134 +576	+2%	+$38.1K	0.18%	59
2025 Q2	$1.7M	Buy	26,558 +831	+3%	+$50.7K	0.24%	49
2025 Q1	$1.59M	Buy	25,727 +285	+1%	+$17.9K	0.22%	42
2024 Q4	$1.56M	Sell	25,442 -20,050	-44%	-$1.26M	0.22%	44
2024 Q3	$2.85M	Buy	45,492 +149	+0.3%	+$8.98K	0.33%	34
2024 Q2	$2.61M	Buy	45,343 +303	+0.7%	+$17.3K	0.29%	44
2024 Q1	$2.62M	Sell	45,040 -31	-0.1%	-$1.72K	0.3%	41
2023 Q4	$2.43M	Sell	45,071 -6,978	-13%	-$354K	0.38%	30
2023 Q3	$2.58M	Sell	52,049 -230	-0.4%	-$11.9K	0.45%	25
2023 Q2	$2.69M	Sell	52,279 -7,207	-12%	-$362K	0.38%	35
2023 Q1	$2.97M	Sell	59,486 -2,795	-4%	-$140K	0.43%	33
2022 Q4	$3.11M	Buy	62,281 +9,835	+19%	+$483K	0.49%	31
2022 Q3	$2.33M	Buy	52,446 +1,820	+4%	+$89.6K	0.42%	27
2022 Q2	$2.41M	Buy	50,626 +796	+2%	+$40.1K	0.53%	21
2022 Q1	$2.66M	Buy	49,830 +11,691	+31%	+$624K	0.52%	19
2021 Q4	$2.12M	Buy	38,139 +267	+0.7%	+$14.2K	0.43%	20
2021 Q3	$1.9M	Buy	37,872 +13,440	+55%	+$696K	0.45%	20
2021 Q2	$1.23M	Buy	24,432 +14,638	+149%	+$734K	0.31%	26
2021 Q1	$473K	Buy	9,794 +2,863	+41%	+$132K	0.12%	34
2020 Q4	$311K	Buy	6,931 +3,565	+106%	+$152K	0.12%	43
2020 Q3	$134K	Buy	+3,366	New	+$134K	0.06%	67

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

Crewe Advisors's DGRO Position: Q2 2026 in Review

Crewe Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.3% in Q2 2026, buying an estimated $168K and bringing the position to 33,384 shares worth $2.53M. The position accounts for 0.18% of the portfolio, ranked #54.

Crewe Advisors first reported a position in DGRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.11M in Q4 2022. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Crewe Advisors held 33,384 shares of iShares Core Dividend Growth ETF worth $2.53M as of Q2 2026.
Crewe Advisors bought 2,282 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $168K.
iShares Core Dividend Growth ETF made up 0.18% of Crewe Advisors's portfolio in Q2 2026, its #54 holding.
Crewe Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 24 quarters since.
Crewe Advisors's iShares Core Dividend Growth ETF position peaked at $3.11M in Q4 2022.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.