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

Darwin 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	$52K	Buy	685 +3	+0.4%	+$221	0.01%	228
2026 Q1	$47.9K	Buy	682 +3	+0.4%	+$215	0.01%	225
2025 Q4	$47.2K	Buy	679 +3	+0.4%	+$206	0.01%	221
2025 Q3	$46K	Buy	676 +3	+0.4%	+$198	0.01%	226
2025 Q2	$43.1K	Sell	673 -64	-9%	-$3.9K	0.01%	218
2025 Q1	$45.2K	Hold	737	–	–	0.02%	232
2024 Q4	$45.2K	Sell	737 -933	-56%	-$58.9K	0.02%	232
2024 Q3	$105K	Buy	+1,670	New	+$101K	0.03%	180
2021 Q2	–	Sell	-4,465	Closed	-$215K	–	171
2021 Q1	$215K	Sell	4,465 -990	-18%	-$45.8K	0.04%	154
2020 Q4	$244K	Sell	5,455 -4,536	-45%	-$193K	0.05%	149
2020 Q3	$397K	Sell	9,991 -8,417	-46%	-$334K	0.09%	114
2020 Q2	$692K	Sell	18,408 -4,334	-19%	-$158K	0.18%	90
2020 Q1	$721K	Buy	22,742 +1,429	+7%	+$55.9K	0.23%	72
2019 Q4	$897K	Sell	21,313 -859	-4%	-$34.7K	0.24%	88
2019 Q3	$868K	Buy	22,172 +1,447	+7%	+$55.7K	0.26%	83
2019 Q2	$792K	Buy	20,725 +1,141	+6%	+$42.8K	0.25%	86
2019 Q1	$720K	Buy	+19,584	New	+$697K	0.24%	83
2018 Q4	–	Sell	-20,740	Closed	-$781K	–	103
2018 Q3	$781K	Buy	20,740 +3,284	+19%	+$119K	0.44%	47
2018 Q2	$598K	Buy	17,456 +3,713	+27%	+$128K	0.39%	56
2018 Q1	$465K	Buy	13,743 +5,479	+66%	+$193K	0.34%	65
2017 Q4	$285K	Buy	+8,264	New	+$279K	0.12%	127

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

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

Darwin Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.44% in Q2 2026, buying an estimated $221 and bringing the position to 685 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #228.

Darwin Wealth Management first reported a position in DGRO in Q4 2017 and has held it in 21 quarters since. The position peaked at $897K in Q4 2019. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Darwin Wealth Management held 685 shares of iShares Core Dividend Growth ETF worth $52K as of Q2 2026.
Darwin Wealth Management bought 3 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $221.
iShares Core Dividend Growth ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #228 holding.
Darwin Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 21 quarters since.
Darwin Wealth Management's iShares Core Dividend Growth ETF position peaked at $897K in Q4 2019.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.