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

Evoke Wealth’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	–	Sell	-5,253	Closed	-$369K	–	161
2026 Q1	$369K	Buy	5,253 +23	+0.4%	+$1.65K	0.01%	484
2025 Q4	$363K	Buy	5,230 +34	+0.7%	+$2.34K	0.01%	470
2025 Q3	$354K	Sell	5,196 -1,888	-27%	-$125K	0.01%	465
2025 Q2	$453K	Buy	+7,084	New	+$432K	0.01%	368
2022 Q4	–	Sell	-140	Closed	-$6K	–	567
2022 Q3	$6K	Hold	140	–	–	﹤0.01%	842
2022 Q2	$7K	Hold	140	–	–	﹤0.01%	826
2022 Q1	$7K	Hold	140	–	–	﹤0.01%	832
2021 Q4	$8K	Hold	140	–	–	﹤0.01%	819
2021 Q3	$7K	Hold	140	–	–	﹤0.01%	794
2021 Q2	$7K	Hold	140	–	–	﹤0.01%	801
2021 Q1	$7K	Hold	140	–	–	﹤0.01%	759
2020 Q4	$6K	Hold	140	–	–	﹤0.01%	670
2020 Q3	$6K	Hold	140	–	–	﹤0.01%	623
2020 Q2	$5K	Hold	140	–	–	﹤0.01%	660
2020 Q1	$4.56K	Buy	+140	New	+$5.48K	﹤0.01%	632
2019 Q4	–	Sell	-140	Closed	-$5.48K	–	1295
2019 Q3	$5.48K	Buy	+140	New	+$5.39K	﹤0.01%	981

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 22.9% 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

Evoke Wealth's DGRO Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 5,253 shares — an estimated $369K sold.

Evoke Wealth first reported a position in DGRO in Q3 2019 and held it in 16 quarters. The position peaked at $453K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Evoke Wealth reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 5,253 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $369K.
Evoke Wealth first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and held it in 16 quarters.
Evoke Wealth's iShares Core Dividend Growth ETF position peaked at $453K in Q2 2025.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.