CX Institutional’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CX Institutional’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	$364K	Hold	4,802	–	–	0.01%	556
2026 Q1	$337K	Sell	4,802 -646	-12%	-$46.3K	0.01%	571
2025 Q4	$378K	Buy	5,448 +345	+7%	+$23.7K	0.01%	503
2025 Q3	$347K	Buy	5,103 +430	+9%	+$28.4K	0.01%	528
2025 Q2	$299K	Buy	4,673 +2	+0%	+$122	0.01%	506
2025 Q1	$289K	Buy	+4,671	New	+$293K	0.01%	490
2022 Q3	–	Sell	-42,730	Closed	-$2.04M	–	620
2022 Q2	$2.04M	Buy	+42,730	New	+$2.15M	0.15%	166
2019 Q3	–	Sell	-3,393	Closed	-$130K	–	822
2019 Q2	$130K	Buy	+3,393	New	+$127K	0.02%	253
2019 Q1	–	Sell	-14,481	Closed	-$480K	–	786
2018 Q4	$480K	Buy	+14,481	New	+$509K	0.1%	130

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

CX Institutional's DGRO Position: Q2 2026 in Review

CX Institutional held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,802 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #556.

CX Institutional first reported a position in DGRO in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.04M in Q2 2022. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

CX Institutional held 4,802 shares of iShares Core Dividend Growth ETF worth $364K as of Q2 2026.
CX Institutional left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #556 holding.
CX Institutional first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 9 quarters since.
CX Institutional's iShares Core Dividend Growth ETF position peaked at $2.04M in Q2 2022.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.