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

Ethos 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	$387K	Buy	4,950 +167	+3%	+$12.3K	0.03%	424
2026 Q1	$336K	Sell	4,783 -22	-0.5%	-$1.58K	0.02%	383
2025 Q4	$334K	Buy	4,805 +182	+4%	+$12.5K	0.02%	368
2025 Q3	$315K	Buy	4,623 +3	+0.1%	+$198	0.02%	356
2025 Q2	$295K	Buy	4,620 +465	+11%	+$28.4K	0.03%	343
2025 Q1	$255K	Hold	4,155	–	–	0.02%	347
2024 Q4	$255K	Sell	4,155 -1,220	-23%	-$77K	0.03%	248
2024 Q3	$337K	Sell	5,375 -1,860	-26%	-$112K	0.06%	180
2024 Q2	$417K	Sell	7,235 -9,780	-57%	-$559K	0.07%	160
2024 Q1	$990K	Buy	17,015 +890	+6%	+$49.4K	0.19%	77
2023 Q4	$868K	Sell	16,125 -128,862	-89%	-$6.53M	0.18%	87
2023 Q3	$7.24M	Buy	144,987 +130,069	+872%	+$6.73M	1.87%	19
2023 Q2	$746K	Hold	14,918	–	–	0.25%	59
2023 Q1	$746K	Sell	14,918 -814	-5%	-$40.9K	0.23%	66
2022 Q4	$787K	Buy	+15,732	New	+$772K	0.27%	56

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

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

Ethos Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,950 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #424.

Ethos Financial Group first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.24M in Q3 2023. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Ethos Financial Group held 4,950 shares of iShares Core Dividend Growth ETF worth $387K as of Q2 2026.
Ethos Financial Group bought 167 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $12.3K.
iShares Core Dividend Growth ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #424 holding.
Ethos Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's iShares Core Dividend Growth ETF position peaked at $7.24M in Q3 2023.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.