Daymark Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Daymark Wealth Partners’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	$461K	Buy	6,085 +3,161	+108%	+$233K	0.01%	510
2026 Q1	$205K	Sell	2,924 -861	-23%	-$61.7K	0.01%	707
2025 Q4	$263K	Buy	3,785 +16	+0.4%	+$1.1K	0.01%	519
2025 Q3	$257K	Buy	3,769 +14	+0.4%	+$925	0.01%	526
2025 Q2	$240K	Buy	3,755 +13	+0.3%	+$793	0.01%	500
2025 Q1	$231K	Sell	3,742 -394	-10%	-$24.7K	0.01%	458
2024 Q4	$254K	Buy	4,136 +18	+0.4%	+$1.14K	0.01%	439
2024 Q3	$258K	Buy	4,118 +19	+0.5%	+$1.15K	0.01%	462
2024 Q2	$236K	Buy	+4,099	New	+$234K	0.01%	453

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

Daymark Wealth Partners's DGRO Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 108% in Q2 2026, buying an estimated $233K and bringing the position to 6,085 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #510.

Daymark Wealth Partners first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Daymark Wealth Partners held 6,085 shares of iShares Core Dividend Growth ETF worth $461K as of Q2 2026.
Daymark Wealth Partners bought 3,161 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $233K.
iShares Core Dividend Growth ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #510 holding.
Daymark Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2024 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 Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.