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DGRO icon

DDFG Inc’s iShares Core Dividend Growth ETF DGRO Stock Holding History

DDFG Inc’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 		$6.21M Buy
81,918
+7,018
+9% +$518K 1.23% 25
2026
Q1 		$5.26M Buy
74,900
+4,629
+7% +$332K 1.13% 25
2025
Q4 		$4.88M Buy
70,271
+2,023
+3% +$139K 1.07% 24
2025
Q3 		$4.65M Sell
68,248
-125,032
-65% -$8.26M 1.07% 23
2025
Q2 		$12.4M Sell
193,280
-809
-0.4% -$49.3K 3.11% 13
2025
Q1 		$12M Buy
194,089
+16,562
+9% +$1.04M 3.32% 12
2024
Q4 		$10.9M Buy
177,527
+11,036
+7% +$696K 3.14% 12
2024
Q3 		$10.4M Sell
166,491
-19,307
-10% -$1.16M 2.98% 12
2024
Q2 		$10.7M Buy
185,798
+10,704
+6% +$611K 3.31% 12
2024
Q1 		$10.2M Buy
175,094
+5,420
+3% +$301K 3.23% 12
2023
Q4 		$9.13M Buy
169,674
+4,688
+3% +$238K 3.09% 13
2023
Q3 		$8.17M Sell
164,986
-4,493
-3% -$233K 3.01% 13
2023
Q2 		$8.73M Buy
169,479
+9,097
+6% +$458K 3.21% 13
2023
Q1 		$8.02M Buy
160,382
+7,490
+5% +$376K 3.12% 13
2022
Q4 		$7.64M Buy
+152,892
New +$7.51M 3.16% 13

Other funds holding DGRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

DDFG Inc's DGRO Position: Q2 2026 in Review

DDFG Inc increased its iShares Core Dividend Growth ETF (DGRO) stake by 9.4% in Q2 2026, buying an estimated $518K and bringing the position to 81,918 shares worth $6.21M. The position accounts for 1.23% of the portfolio, ranked #25.

DDFG Inc first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.4M in Q2 2025. 699 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • DDFG Inc held 81,918 shares of iShares Core Dividend Growth ETF worth $6.21M as of Q2 2026.
  • DDFG Inc bought 7,018 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $518K.
  • iShares Core Dividend Growth ETF made up 1.23% of DDFG Inc's portfolio in Q2 2026, its #25 holding.
  • DDFG Inc first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's iShares Core Dividend Growth ETF position peaked at $12.4M in Q2 2025.
  • 699 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.