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DGRO icon

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

Financial Perspectives’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 		$5.59M Sell
73,747
-1,435
-2% -$106K 1.36% 20
2026
Q1 		$5.28M Buy
75,182
+5,779
+8% +$414K 1.47% 18
2025
Q4 		$4.82M Buy
69,403
+3,682
+6% +$253K 1.3% 21
2025
Q3 		$4.47M Buy
65,721
+3,578
+6% +$236K 1.24% 21
2025
Q2 		$3.97M Buy
62,143
+6,256
+11% +$381K 1.2% 21
2025
Q1 		$3.45M Buy
55,887
+4,247
+8% +$266K 1.18% 21
2024
Q4 		$3.17M Buy
51,640
+1,226
+2% +$77.3K 1.06% 22
2024
Q3 		$3.16M Buy
50,414
+2,969
+6% +$179K 1.1% 21
2024
Q2 		$2.73M Buy
47,445
+1,142
+2% +$65.2K 1.01% 22
2024
Q1 		$2.69M Buy
46,303
+3,080
+7% +$171K 1.02% 23
2023
Q4 		$2.33M Buy
43,223
+3,676
+9% +$186K 0.94% 24
2023
Q3 		$1.96M Buy
39,547
+3,036
+8% +$157K 0.9% 24
2023
Q2 		$1.88M Buy
36,511
+676
+2% +$34K 0.83% 26
2023
Q1 		$1.79M Buy
35,835
+4,585
+15% +$230K 0.86% 24
2022
Q4 		$1.56M Buy
31,250
+12,763
+69% +$627K 0.8% 26
2022
Q3 		$822K Buy
18,487
+7,521
+69% +$370K 0.46% 38
2022
Q2 		$522K Buy
10,966
+5,073
+86% +$256K 0.29% 51
2022
Q1 		$315K Buy
5,893
+1,857
+46% +$99.2K 0.15% 90
2021
Q4 		$224K Buy
4,036
+1,687
+72% +$90K 0.11% 115
2021
Q3 		$118K Buy
2,349
+384
+20% +$19.9K 0.06% 162
2021
Q2 		$99K Buy
1,965
+647
+49% +$32.5K 0.05% 186
2021
Q1 		$63.6K Buy
1,318
+591
+81% +$27.3K 0.03% 221
2020
Q4 		$32.6K Buy
727
+134
+23% +$5.7K 0.02% 273
2020
Q3 		$23.6K Buy
593
+30
+5% +$1.19K 0.02% 270
2020
Q2 		$21.2K Buy
563
+108
+24% +$3.93K 0.02% 268
2020
Q1 		$14.8K Buy
455
+36
+9% +$1.41K 0.01% 275
2019
Q4 		$17.6K Buy
+419
New +$16.9K 0.01% 274

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Perspectives's DGRO Position: Q2 2026 in Review

Financial Perspectives reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.9% in Q2 2026, selling an estimated $106K and leaving 73,747 shares worth $5.59M. The position accounts for 1.36% of the portfolio, ranked #20.

Financial Perspectives first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Financial Perspectives held 73,747 shares of iShares Core Dividend Growth ETF worth $5.59M as of Q2 2026.
  • Financial Perspectives sold 1,435 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $106K.
  • iShares Core Dividend Growth ETF made up 1.36% of Financial Perspectives's portfolio in Q2 2026, its #20 holding.
  • Financial Perspectives first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.