Eastover Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Eastover Investment Advisors’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	$333K	Hold	4,396	–	–	0.13%	40
2026 Q1	$308K	Sell	4,396 -288	-6%	-$20.6K	0.13%	39
2025 Q4	$325K	Sell	4,684 -744	-14%	-$51.2K	0.14%	36
2025 Q3	$370K	Hold	5,428	–	–	0.16%	36
2025 Q2	$347K	Hold	5,428	–	–	0.16%	37
2025 Q1	$335K	Sell	5,428 -3,695	-41%	-$232K	0.16%	40
2024 Q4	$560K	Buy	9,123 +192	+2%	+$12.1K	0.26%	34
2024 Q3	$560K	Buy	8,931 +6	+0.1%	+$362	0.26%	34
2024 Q2	$515K	Sell	8,925 -329	-4%	-$18.8K	0.25%	35
2024 Q1	$537K	Buy	9,254 +4,903	+113%	+$272K	0.26%	35
2023 Q4	$234K	Sell	4,351 -559	-11%	-$28.3K	0.12%	44
2023 Q3	$243K	Sell	4,910 -614	-11%	-$31.8K	0.15%	43
2023 Q2	$285K	Sell	5,524 -257	-4%	-$12.9K	0.15%	43
2023 Q1	$289K	Sell	5,781 -2,101	-27%	-$105K	0.16%	43
2022 Q4	$394K	Buy	7,882 +132	+2%	+$6.48K	0.23%	40
2022 Q3	$349K	Sell	7,750 -575	-7%	-$28.3K	0.22%	43
2022 Q2	$397K	Sell	8,325 -1,155	-12%	-$58.2K	0.24%	41
2022 Q1	$506K	Sell	9,480 -1,585	-14%	-$84.6K	0.27%	42
2021 Q4	$615K	Sell	11,065 -1,570	-12%	-$83.8K	0.36%	40
2021 Q3	$635K	Sell	12,635 -9,625	-43%	-$499K	0.41%	39
2021 Q2	$1.12M	Sell	22,260 -2,800	-11%	-$140K	0.73%	32
2021 Q1	$1.21M	Sell	25,060 -1,839	-7%	-$85K	0.86%	31
2020 Q4	$1.21M	Sell	26,899 -2,008	-7%	-$85.4K	0.84%	33
2020 Q3	$1.15M	Buy	28,907 +4,531	+19%	+$180K	0.87%	32
2020 Q2	$917K	Sell	24,376 -173	-0.7%	-$6.29K	0.76%	33
2020 Q1	$800K	Buy	+24,549	New	+$960K	0.78%	33

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Eastover Investment Advisors's DGRO Position: Q2 2026 in Review

Eastover Investment Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,396 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #40.

Eastover Investment Advisors first reported a position in DGRO in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.21M in Q1 2021. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Eastover Investment Advisors held 4,396 shares of iShares Core Dividend Growth ETF worth $333K as of Q2 2026.
Eastover Investment Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.13% of Eastover Investment Advisors's portfolio in Q2 2026, its #40 holding.
Eastover Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 26 quarters since.
Eastover Investment Advisors's iShares Core Dividend Growth ETF position peaked at $1.21M in Q1 2021.
446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Eastover Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.