Drucker Wealth 3.0’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Drucker Wealth 3.0’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	$218K	Sell	2,875 -399	-12%	-$29.4K	0.03%	266
2026 Q1	$230K	Sell	3,274 -342	-9%	-$24.5K	0.04%	237
2025 Q4	$251K	Sell	3,616 -303	-8%	-$20.8K	0.04%	227
2025 Q3	$267K	Sell	3,919 -1,352	-26%	-$89.3K	0.05%	219
2025 Q2	$342K	Sell	5,271 -209	-4%	-$12.7K	0.07%	178
2025 Q1	$339K	Sell	5,480 -32	-0.6%	-$2K	0.07%	135
2024 Q4	$338K	Sell	5,512 -8,816	-62%	-$556K	0.08%	128
2024 Q3	$898K	Sell	14,328 -2,070	-13%	-$125K	0.22%	89
2024 Q2	$945K	Buy	+16,398	New	+$937K	0.25%	80

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

Drucker Wealth 3.0's DGRO Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its iShares Core Dividend Growth ETF (DGRO) stake by 12% in Q2 2026, selling an estimated $29.4K and leaving 2,875 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #266.

Drucker Wealth 3.0 first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $945K in Q2 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Drucker Wealth 3.0 held 2,875 shares of iShares Core Dividend Growth ETF worth $218K as of Q2 2026.
Drucker Wealth 3.0 sold 399 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $29.4K.
iShares Core Dividend Growth ETF made up 0.03% of Drucker Wealth 3.0's portfolio in Q2 2026, its #266 holding.
Drucker Wealth 3.0 first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's iShares Core Dividend Growth ETF position peaked at $945K in Q2 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.