Demars Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Demars Financial Group’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	$501K	Sell	6,606 -30	-0.5%	-$2.21K	0.14%	77
2026 Q1	$466K	Sell	6,636 -198	-3%	-$14.2K	0.15%	69
2025 Q4	$474K	Sell	6,834 -78	-1%	-$5.36K	0.16%	64
2025 Q3	$471K	Buy	6,912 +1	+0%	+$66	0.16%	61
2025 Q2	$442K	Sell	6,911 -419,749	-98%	-$25.6M	0.17%	59
2025 Q1	$6.91M	Sell	426,660 -17,723	-4%	-$1.11M	0.2%	39
2024 Q4	$7.24M	Buy	444,383 +437,160	+6,052%	+$27.6M	0.23%	40
2024 Q3	$453K	Sell	7,223 -583	-7%	-$35.1K	0.21%	50
2024 Q2	$450K	Sell	7,806 -601	-7%	-$34.3K	0.22%	46
2024 Q1	$488K	Sell	8,407 -2,486	-23%	-$138K	0.24%	45
2023 Q4	$586K	Sell	10,893 -35,305	-76%	-$1.79M	0.31%	33
2023 Q3	$2.29M	Buy	46,198 +17,959	+64%	+$930K	1.31%	24
2023 Q2	$1.46M	Sell	28,239 -21	-0.1%	-$1.06K	0.81%	29
2023 Q1	$1.41M	Sell	28,260 -1,383	-5%	-$69.4K	0.78%	30
2022 Q4	$1.48M	Sell	29,643 -75,134	-72%	-$3.69M	0.82%	32
2022 Q3	$4.66M	Sell	104,777 -78,138	-43%	-$3.85M	2.77%	7
2022 Q2	$8.71M	Sell	182,915 -50,501	-22%	-$2.55M	4.96%	4
2022 Q1	$12.5M	Buy	233,416 +223,147	+2,173%	+$11.9M	6.27%	3
2021 Q4	$571K	Sell	10,269 -295	-3%	-$15.7K	0.3%	57
2021 Q3	$531K	Sell	10,564 -1,757	-14%	-$91K	0.31%	56
2021 Q2	$620K	Sell	12,321 -1,997	-14%	-$100K	0.37%	47
2021 Q1	$691K	Buy	14,318 +24	+0.2%	+$1.11K	0.46%	44
2020 Q4	$641K	Sell	14,294 -188,073	-93%	-$8M	0.45%	44
2020 Q3	$8.05M	Buy	202,367 +1,628	+0.8%	+$64.7K	6.14%	4
2020 Q2	$7.55M	Sell	200,739 -13,233	-6%	-$481K	6.26%	4
2020 Q1	$6.97M	Buy	213,972 +13,159	+7%	+$515K	7.29%	4
2019 Q4	$8.45M	Buy	+200,813	New	+$8.12M	7.63%	4

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Demars Financial Group's DGRO Position: Q2 2026 in Review

Demars Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.45% in Q2 2026, selling an estimated $2.21K and leaving 6,606 shares worth $501K. The position accounts for 0.14% of the portfolio, ranked #77.

Demars Financial Group first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.5M in Q1 2022. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Demars Financial Group held 6,606 shares of iShares Core Dividend Growth ETF worth $501K as of Q2 2026.
Demars Financial Group sold 30 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.21K.
iShares Core Dividend Growth ETF made up 0.14% of Demars Financial Group's portfolio in Q2 2026, its #77 holding.
Demars Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
Demars Financial Group's iShares Core Dividend Growth ETF position peaked at $12.5M in Q1 2022.
446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.