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Crumly & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Crumly & Associates’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 		$8.68M Sell
114,563
-831
-0.7% -$61.3K 1.66% 19
2026
Q1 		$8.1M Sell
115,394
-2,587
-2% -$185K 1.7% 18
2025
Q4 		$8.19M Sell
117,981
-214
-0.2% -$14.7K 1.72% 16
2025
Q3 		$8.05M Sell
118,195
-5,794
-5% -$383K 1.76% 17
2025
Q2 		$7.93M Sell
123,989
-8,747
-7% -$533K 1.93% 16
2025
Q1 		$8.2M Sell
132,736
-115,010
-46% -$7.21M 2.26% 13
2024
Q4 		$15.2M Buy
247,746
+5,350
+2% +$338K 4.14% 4
2024
Q3 		$15.2M Sell
242,396
-30,221
-11% -$1.82M 4.2% 4
2024
Q2 		$15.7M Sell
272,617
-4,921
-2% -$281K 4.52% 5
2024
Q1 		$16.1M Buy
277,538
+58,489
+27% +$3.25M 4.24% 5
2023
Q4 		$11.8M Buy
219,049
+70,942
+48% +$3.6M 3.43% 6
2023
Q3 		$7.34M Buy
148,107
+3,393
+2% +$176K 2.88% 10
2023
Q2 		$7.46M Sell
144,714
-17,738
-11% -$892K 2.99% 9
2023
Q1 		$8.12M Buy
162,452
+51
+0% +$2.56K 3.53% 7
2022
Q4 		$8.12M Sell
162,401
-45,897
-22% -$2.25M 3.06% 11
2022
Q3 		$9.26M Sell
208,298
-3,262
-2% -$161K 3.82% 8
2022
Q2 		$10.1M Buy
211,560
+8,037
+4% +$405K 4.19% 6
2022
Q1 		$10.9M Sell
203,523
-5,631
-3% -$301K 4.07% 4
2021
Q4 		$11.3M Sell
209,154
-36,389
-15% -$1.94M 4.45% 5
2021
Q3 		$12.3M Buy
245,543
+480
+0.2% +$24.9K 5.73% 4
2021
Q2 		$12.3M Buy
245,063
+5,530
+2% +$277K 5.98% 3
2021
Q1 		$11.6M Buy
239,533
+92,789
+63% +$4.29M 6.75% 3
2020
Q4 		$6.68M Buy
146,744
+55,870
+61% +$2.38M 4.69% 6
2020
Q3 		$3.62M Sell
90,874
-3,269
-3% -$130K 3.09% 11
2020
Q2 		$3.54M Sell
94,143
-95,707
-50% -$3.48M 3.32% 11
2020
Q1 		$6.19M Buy
189,850
+54,340
+40% +$2.13M 7.6% 4
2019
Q4 		$5.7M Buy
+135,510
New +$5.48M 5.91% 4

Other funds holding DGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Crumly & Associates's DGRO Position: Q2 2026 in Review

Crumly & Associates reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.72% in Q2 2026, selling an estimated $61.3K and leaving 114,563 shares worth $8.68M. The position accounts for 1.66% of the portfolio, ranked #19.

Crumly & Associates first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.1M in Q1 2024. 635 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Crumly & Associates held 114,563 shares of iShares Core Dividend Growth ETF worth $8.68M as of Q2 2026.
  • Crumly & Associates sold 831 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $61.3K.
  • iShares Core Dividend Growth ETF made up 1.66% of Crumly & Associates's portfolio in Q2 2026, its #19 holding.
  • Crumly & Associates first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Crumly & Associates's iShares Core Dividend Growth ETF position peaked at $16.1M in Q1 2024.
  • 635 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.