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

Drive 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	$2.14M	Buy	28,174 +42	+0.1%	+$3.1K	0.38%	47
2026 Q1	$1.97M	Buy	28,132 +1,717	+7%	+$123K	0.42%	48
2025 Q4	$1.83M	Sell	26,415 -829	-3%	-$57K	0.36%	54
2025 Q3	$1.85M	Sell	27,244 -5,591	-17%	-$369K	0.39%	50
2025 Q2	$2.1M	Buy	32,835 +3,799	+13%	+$232K	0.46%	49
2025 Q1	$1.79M	Sell	29,036 -586	-2%	-$36.7K	0.42%	53
2024 Q4	$1.82M	Buy	29,622 +2,283	+8%	+$144K	0.45%	41
2024 Q3	$1.71M	Buy	27,339 +1,315	+5%	+$79.3K	0.45%	38
2024 Q2	$1.5M	Buy	26,024 +2,984	+13%	+$170K	0.4%	43
2024 Q1	$1.34M	Buy	23,040 +4,373	+23%	+$243K	0.37%	50
2023 Q4	$1M	Buy	18,667 +11,385	+156%	+$577K	0.32%	65
2023 Q3	$363K	Buy	7,282 +2,064	+40%	+$107K	0.13%	146
2023 Q2	$269K	Buy	+5,218	New	+$262K	0.1%	197

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

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

Drive Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.15% in Q2 2026, buying an estimated $3.1K and bringing the position to 28,174 shares worth $2.14M. The position accounts for 0.38% of the portfolio, ranked #47.

Drive Wealth Management first reported a position in DGRO in Q2 2023 and has held it in 13 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Drive Wealth Management held 28,174 shares of iShares Core Dividend Growth ETF worth $2.14M as of Q2 2026.
Drive Wealth Management bought 42 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.1K.
iShares Core Dividend Growth ETF made up 0.38% of Drive Wealth Management's portfolio in Q2 2026, its #47 holding.
Drive Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.