EverSource Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

EverSource Wealth Advisors’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	$20.9M	Sell	275,263 -7,595	-3%	-$560K	0.7%	31
2026 Q1	$19.9M	Buy	282,858 +10,285	+4%	+$737K	0.6%	31
2025 Q4	$18.9M	Buy	272,573 +18,341	+7%	+$1.26M	0.7%	29
2025 Q3	$17.3M	Buy	254,232 +15,289	+6%	+$1.01M	0.68%	29
2025 Q2	$15.3M	Buy	238,943 +38,433	+19%	+$2.34M	0.69%	30
2025 Q1	$12.4M	Buy	200,510 +16,256	+9%	+$1.02M	0.68%	32
2024 Q4	$11.3M	Buy	184,254 +4,583	+3%	+$289K	0.64%	33
2024 Q3	$11.3M	Buy	179,671 +13,315	+8%	+$803K	0.71%	32
2024 Q2	$10M	Buy	166,356 +15,781	+10%	+$901K	0.67%	36
2024 Q1	$8.42M	Buy	150,575 +32,242	+27%	+$1.79M	0.66%	36
2023 Q4	$6.37M	Buy	118,333 +18,728	+19%	+$950K	0.58%	39
2023 Q3	$4.93M	Buy	99,605 +38,598	+63%	+$2M	0.52%	47
2023 Q2	$3.14M	Buy	61,007 +11,875	+24%	+$597K	0.35%	74
2023 Q1	$2.46M	Buy	49,132 +16,782	+52%	+$843K	0.31%	85
2022 Q4	$1.62M	Buy	+32,350	New	+$1.59M	0.24%	88

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

EverSource Wealth Advisors's DGRO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.7% in Q2 2026, selling an estimated $560K and leaving 275,263 shares worth $20.9M. The position accounts for 0.7% of the portfolio, ranked #31.

EverSource Wealth Advisors first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

EverSource Wealth Advisors held 275,263 shares of iShares Core Dividend Growth ETF worth $20.9M as of Q2 2026.
EverSource Wealth Advisors sold 7,595 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $560K.
iShares Core Dividend Growth ETF made up 0.7% of EverSource Wealth Advisors's portfolio in Q2 2026, its #31 holding.
EverSource Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.