Ehrlich Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ehrlich Financial Group’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	$1.31M	Sell	17,295 -256	-1%	-$18.9K	0.67%	40
2026 Q1	$1.23M	Sell	17,551 -430	-2%	-$30.8K	0.71%	40
2025 Q4	$1.25M	Sell	17,981 -25	-0.1%	-$1.72K	0.71%	38
2025 Q3	$1.23M	Sell	18,006 -941	-5%	-$62.2K	0.73%	42
2025 Q2	$1.21M	Buy	18,947 +850	+5%	+$51.8K	0.78%	38
2025 Q1	$1.12M	Sell	18,097 -224	-1%	-$14K	0.82%	40
2024 Q4	$1.12M	Sell	18,321 -52	-0.3%	-$3.28K	0.8%	31
2024 Q3	$1.15M	Sell	18,373 -2,565	-12%	-$155K	0.82%	30
2024 Q2	$1.21M	Sell	20,938 -467	-2%	-$26.7K	0.95%	25
2024 Q1	$1.24M	Sell	21,405 -36,376	-63%	-$2.02M	1.05%	25
2023 Q4	$3.11M	Buy	+57,781	New	+$2.93M	3.12%	7

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

Ehrlich Financial Group's DGRO Position: Q2 2026 in Review

Ehrlich Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.5% in Q2 2026, selling an estimated $18.9K and leaving 17,295 shares worth $1.31M. The position accounts for 0.67% of the portfolio, ranked #40.

Ehrlich Financial Group first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.11M in Q4 2023. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Ehrlich Financial Group held 17,295 shares of iShares Core Dividend Growth ETF worth $1.31M as of Q2 2026.
Ehrlich Financial Group sold 256 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $18.9K.
iShares Core Dividend Growth ETF made up 0.67% of Ehrlich Financial Group's portfolio in Q2 2026, its #40 holding.
Ehrlich Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
Ehrlich Financial Group's iShares Core Dividend Growth ETF position peaked at $3.11M in Q4 2023.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.