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Empire Financial Management Company’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Empire Financial Management Company’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 		$462K Sell
6,097
-135
-2% -$9.96K 0.18% 97
2026
Q1 		$437K Buy
6,232
+30
+0.5% +$2.15K 0.1% 163
2025
Q4 		$431K Sell
6,202
-100
-2% -$6.88K 0.09% 165
2025
Q3 		$429K Sell
6,302
-50
-0.8% -$3.3K 0.1% 160
2025
Q2 		$406K Sell
6,352
-30
-0.5% -$1.83K 0.12% 154
2025
Q1 		$394K Sell
6,382
-127
-2% -$7.96K 0.12% 156
2024
Q4 		$399K Buy
6,509
+50
+0.8% +$3.15K 0.12% 154
2024
Q3 		$405K Buy
6,459
+171
+3% +$10.3K 0.12% 158
2024
Q2 		$362K Sell
6,288
-1,662
-21% -$94.9K 0.12% 160
2024
Q1 		$462K Sell
7,950
-295
-4% -$16.4K 0.15% 143
2023
Q4 		$444K Buy
8,245
+646
+9% +$32.8K 0.17% 140
2023
Q3 		$376K Buy
7,599
+100
+1% +$5.18K 0.16% 140
2023
Q2 		$386K Sell
7,499
-1,061
-12% -$53.4K 0.15% 141
2023
Q1 		$428K Buy
+8,560
New +$430K 0.17% 130

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Empire Financial Management Company's DGRO Position: Q2 2026 in Review

Empire Financial Management Company reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.2% in Q2 2026, selling an estimated $9.96K and leaving 6,097 shares worth $462K. The position accounts for 0.18% of the portfolio, ranked #97.

Empire Financial Management Company first reported a position in DGRO in Q1 2023 and has held it in 14 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Empire Financial Management Company held 6,097 shares of iShares Core Dividend Growth ETF worth $462K as of Q2 2026.
  • Empire Financial Management Company sold 135 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $9.96K.
  • iShares Core Dividend Growth ETF made up 0.18% of Empire Financial Management Company's portfolio in Q2 2026, its #97 holding.
  • Empire Financial Management Company first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.