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

EPG 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	$128K	Hold	1,693	–	–	0.03%	196
2026 Q1	$119K	Buy	1,693 +7	+0.4%	+$502	0.03%	197
2025 Q4	$117K	Buy	1,686 +1	+0.1%	+$69	0.03%	200
2025 Q3	$115K	Sell	1,685 -192	-10%	-$12.7K	0.03%	201
2025 Q2	$120K	Sell	1,877 -26,056	-93%	-$1.59M	0.04%	196
2025 Q1	$1.73M	Sell	27,933 -14,006	-33%	-$878K	0.48%	54
2024 Q4	$2.57M	Buy	41,939 +700	+2%	+$44.2K	0.68%	29
2024 Q3	$2.59M	Buy	+41,239	New	+$2.49M	0.65%	30
2024 Q2	–	Sell	-49,704	Closed	-$2.84M	–	28
2024 Q1	$2.89M	Buy	49,704 +1,026	+2%	+$57K	0.71%	26
2023 Q4	$2.66M	Sell	48,678 -2,519	-5%	-$128K	0.7%	27
2023 Q3	$2.54M	Sell	51,197 -2,254	-4%	-$117K	0.76%	26
2023 Q2	$2.75M	Sell	53,451 -559	-1%	-$28.1K	0.81%	24
2023 Q1	$2.7M	Buy	54,010 +3,538	+7%	+$178K	0.85%	23
2022 Q4	$2.52M	Buy	50,472 +2,239	+5%	+$110K	0.96%	22
2022 Q3	$2.15M	Buy	48,233 +274	+0.6%	+$13.5K	0.88%	20
2022 Q2	$2.29M	Buy	47,959 +765	+2%	+$38.6K	0.98%	20
2022 Q1	$2.52M	Buy	47,194 +291	+0.6%	+$15.5K	0.87%	24
2021 Q4	$2.61M	Buy	46,903 +1,991	+4%	+$106K	0.92%	23
2021 Q3	$2.26M	Buy	44,912 +7,371	+20%	+$382K	0.91%	23
2021 Q2	$1.89M	Sell	37,541 -1,346	-3%	-$67.5K	0.8%	25
2021 Q1	$1.88M	Buy	38,887 +4,698	+14%	+$217K	0.91%	23
2020 Q4	$1.53M	Sell	34,189 -669	-2%	-$28.4K	0.92%	24
2020 Q3	$1.39M	Sell	34,858 -19,453	-36%	-$773K	1.02%	23
2020 Q2	$2.04M	Sell	54,311 -5,952	-10%	-$216K	1.45%	16
2020 Q1	$1.96M	Buy	60,263 +58,540	+3,398%	+$2.29M	1.44%	10
2019 Q4	$72K	Buy	+1,723	New	+$69.7K	0.05%	182

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

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

EPG Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 1,693 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #196.

EPG Wealth Management first reported a position in DGRO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.89M in Q1 2024. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

EPG Wealth Management held 1,693 shares of iShares Core Dividend Growth ETF worth $128K as of Q2 2026.
EPG Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.03% of EPG Wealth Management's portfolio in Q2 2026, its #196 holding.
EPG Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 26 quarters since.
EPG Wealth Management's iShares Core Dividend Growth ETF position peaked at $2.89M in Q1 2024.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.