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

Dogwood 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	$1.14K	Hold	15	–	–	﹤0.01%	757
2026 Q1	$1.05K	Hold	15	–	–	﹤0.01%	748
2025 Q4	$1.04K	Hold	15	–	–	﹤0.01%	625
2025 Q3	$1.02K	Hold	15	–	–	﹤0.01%	604
2025 Q2	$971	Hold	15	–	–	﹤0.01%	614
2025 Q1	$927	Hold	15	–	–	﹤0.01%	432
2024 Q4	$920	Hold	15	–	–	﹤0.01%	244
2024 Q3	$940	Hold	15	–	–	﹤0.01%	182
2024 Q2	$864	Hold	15	–	–	﹤0.01%	228
2024 Q1	$871	Hold	15	–	–	﹤0.01%	224
2023 Q4	$807	Buy	+15	New	+$761	﹤0.01%	203

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 22.9% 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

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

Dogwood Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 15 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Dogwood Wealth Management first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Dogwood Wealth Management held 15 shares of iShares Core Dividend Growth ETF worth $1.14K as of Q2 2026.
Dogwood Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #757 holding.
Dogwood Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.