Diversify Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.04M Buy
+102,799
New +$7.58M 0.13% 161
2026
Q1
Sell
-60,757
Closed -$4.35M 378
2025
Q4
$4.35M Sell
60,757
-1,189
-2% -$81.8K 0.14% 120
2025
Q3
$4.19M Buy
+61,946
New +$4.09M 0.14% 116
2024
Q3
Sell
-5,279
Closed -$305K 648
2024
Q2
$305K Sell
5,279
-5,162
-49% -$295K 0.02% 501
2024
Q1
$603K Buy
+10,441
New +$580K 0.04% 375

Other funds holding DGRO

Diversify Advisory Services's DGRO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 102,799 shares worth $8.04M. The stake represents 0.13% of the portfolio and ranks #161 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DGRO as recently as Q4 2025.

Diversify Advisory Services first reported a position in DGRO in Q1 2024 and has held it in 5 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Diversify Advisory Services held 102,799 shares of iShares Core Dividend Growth ETF worth $8.04M as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.13% of Diversify Advisory Services's portfolio in Q2 2026, its #161 holding.
  • Diversify Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.