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

Flagship 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	$8.72M	Buy	115,058 +34,689	+43%	+$2.56M	1.95%	14
2026 Q1	$5.14M	Sell	80,369 -32,034	-28%	-$2.3M	2.21%	11
2025 Q4	$7.8M	Buy	112,403 +4,068	+4%	+$280K	2.27%	11
2025 Q3	$7.38M	Buy	108,335 +16,802	+18%	+$1.11M	2.43%	10
2025 Q2	$5.85M	Sell	91,533 -4,427	-5%	-$270K	2.21%	11
2025 Q1	$5.93M	Buy	95,960 +2,319	+2%	+$145K	2.5%	9
2024 Q4	$5.74M	Buy	+93,641	New	+$5.91M	3.38%	7

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

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

Flagship Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 43% in Q2 2026, buying an estimated $2.56M and bringing the position to 115,058 shares worth $8.72M. The position accounts for 1.95% of the portfolio, ranked #14.

Flagship Wealth Advisors first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Flagship Wealth Advisors held 115,058 shares of iShares Core Dividend Growth ETF worth $8.72M as of Q2 2026.
Flagship Wealth Advisors bought 34,689 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.56M.
iShares Core Dividend Growth ETF made up 1.95% of Flagship Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Flagship Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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