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

Dynasty 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	$101M	Buy	1,329,183 +47,908	+4%	+$3.53M	0.75%	34
2026 Q1	$89.9M	Buy	1,281,275 +1,272,895	+15,190%	+$91.3M	0.78%	33
2025 Q4	$582K	Buy	8,380 +524	+7%	+$36K	0.01%	226
2025 Q3	$535K	Buy	+7,856	New	+$519K	0.01%	217
2025 Q1	–	Sell	-7,074	Closed	-$434K	–	251
2024 Q4	$434K	Buy	+7,074	New	+$446K	0.01%	210

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

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

Dynasty Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.7% in Q2 2026, buying an estimated $3.53M and bringing the position to 1,329,183 shares worth $101M. The position accounts for 0.75% of the portfolio, ranked #34.

Dynasty Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 5 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Dynasty Wealth Management held 1,329,183 shares of iShares Core Dividend Growth ETF worth $101M as of Q2 2026.
Dynasty Wealth Management bought 47,908 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.53M.
iShares Core Dividend Growth ETF made up 0.75% of Dynasty Wealth Management's portfolio in Q2 2026, its #34 holding.
Dynasty Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 5 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.