Dakota Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Dakota Wealth Management’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	$575K	Sell	7,587 -48	-0.6%	-$3.54K	0.01%	553
2026 Q1	$536K	Buy	7,635 +2,880	+61%	+$206K	0.01%	530
2025 Q4	$330K	Buy	4,755 +150	+3%	+$10.3K	0.01%	631
2025 Q3	$314K	Buy	+4,605	New	+$304K	0.01%	550
2024 Q3	–	Sell	-3,788	Closed	-$218K	–	741
2024 Q2	$218K	Buy	+3,788	New	+$216K	0.01%	645
2020 Q1	–	Sell	-11,916	Closed	-$501K	–	276
2019 Q4	$501K	Buy	11,916 +575	+5%	+$23.3K	0.08%	191
2019 Q3	$444K	Buy	11,341 +2,980	+36%	+$115K	0.08%	191
2019 Q2	$323K	Sell	8,361 -2,639	-24%	-$98.9K	0.06%	216
2019 Q1	$409K	Buy	+11,000	New	+$391K	0.08%	202

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

Dakota Wealth Management's DGRO Position: Q2 2026 in Review

Dakota Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.63% in Q2 2026, selling an estimated $3.54K and leaving 7,587 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #553.

Dakota Wealth Management first reported a position in DGRO in Q1 2019 and has held it in 9 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Dakota Wealth Management held 7,587 shares of iShares Core Dividend Growth ETF worth $575K as of Q2 2026.
Dakota Wealth Management sold 48 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.54K.
iShares Core Dividend Growth ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #553 holding.
Dakota Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 9 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.