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

Evermay 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	$570K	Sell	7,524 -79	-1%	-$5.83K	0.06%	119
2026 Q1	$534K	Buy	7,603 +707	+10%	+$50.7K	0.06%	120
2025 Q4	$479K	Sell	6,896 -136	-2%	-$9.35K	0.05%	126
2025 Q3	$479K	Buy	7,032 +237	+3%	+$15.7K	0.05%	128
2025 Q2	$434K	Hold	6,795	–	–	0.05%	139
2025 Q1	$420K	Hold	6,795	–	–	0.06%	134
2024 Q4	$417K	Sell	6,795 -480	-7%	-$30.3K	0.06%	133
2024 Q3	$456K	Buy	7,275 +211	+3%	+$12.7K	0.07%	132
2024 Q2	$407K	Hold	7,064	–	–	0.07%	141
2024 Q1	$410K	Buy	7,064 +1,560	+28%	+$86.6K	0.06%	142
2023 Q4	$296K	Buy	5,504 +85	+2%	+$4.31K	0.05%	146
2023 Q3	$270K	Buy	5,419 +180	+3%	+$9.32K	0.06%	141
2023 Q2	$270K	Sell	5,239 -750	-13%	-$37.7K	0.05%	147
2023 Q1	$299K	Sell	5,989 -125	-2%	-$6.28K	0.06%	135
2022 Q4	$306K	Sell	6,114 -3,552	-37%	-$174K	0.06%	136
2022 Q3	$430K	Buy	9,666 +2,403	+33%	+$118K	0.09%	99
2022 Q2	$346K	Sell	7,263 -1,378	-16%	-$69.5K	0.07%	123
2022 Q1	$462K	Buy	8,641 +2,417	+39%	+$129K	0.08%	117
2021 Q4	$346K	Buy	6,224 +2,716	+77%	+$145K	0.06%	128
2021 Q3	$176K	Buy	3,508 +1,485	+73%	+$76.9K	0.03%	174
2021 Q2	$102K	Buy	+2,023	New	+$101K	0.02%	219

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

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

Evermay Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1% in Q2 2026, selling an estimated $5.83K and leaving 7,524 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #119.

Evermay Wealth Management first reported a position in DGRO in Q2 2021 and has held it in 21 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Evermay Wealth Management held 7,524 shares of iShares Core Dividend Growth ETF worth $570K as of Q2 2026.
Evermay Wealth Management sold 79 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $5.83K.
iShares Core Dividend Growth ETF made up 0.06% of Evermay Wealth Management's portfolio in Q2 2026, its #119 holding.
Evermay Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 21 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.