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CVFG LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CVFG LLC’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 		$707K Sell
9,325
-248
-3% -$18.3K 0.07% 171
2026
Q1 		$672K Buy
9,573
+2,978
+45% +$214K 0.08% 170
2025
Q4 		$458K Hold
6,595
– – 0.31% 62
2025
Q3 		$449K Buy
6,595
+150
+2% +$9.91K 0.32% 63
2025
Q2 		$412K Buy
6,445
+185
+3% +$11.3K 0.33% 64
2025
Q1 		$387K Sell
6,260
-327
-5% -$20.5K 0.35% 63
2024
Q4 		$404K Buy
+6,587
New +$416K 0.37% 61

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CVFG LLC's DGRO Position: Q2 2026 in Review

CVFG LLC reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.6% in Q2 2026, selling an estimated $18.3K and leaving 9,325 shares worth $707K. The position accounts for 0.07% of the portfolio, ranked #171.

CVFG LLC first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,333 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • CVFG LLC held 9,325 shares of iShares Core Dividend Growth ETF worth $707K as of Q2 2026.
  • CVFG LLC sold 248 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Core Dividend Growth ETF made up 0.07% of CVFG LLC's portfolio in Q2 2026, its #171 holding.
  • CVFG LLC first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,333 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.