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

Gateway Wealth Partners’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	$2.19M	Sell	28,867 -24,119	-46%	-$1.78M	0.13%	186
2026 Q1	$3.72M	Buy	52,986 +42,271	+395%	+$3.03M	0.14%	169
2025 Q4	$744K	Buy	10,715 +2,409	+29%	+$166K	0.08%	226
2025 Q3	$565K	Buy	8,306 +2,037	+32%	+$135K	0.08%	230
2025 Q2	$401K	Buy	6,269 +98	+2%	+$5.98K	0.08%	238
2025 Q1	$381K	Sell	6,171 -1,761	-22%	-$110K	0.09%	220
2024 Q4	$487K	Buy	7,932 +2,242	+39%	+$141K	0.13%	168
2024 Q3	$357K	Buy	5,690 +944	+20%	+$56.9K	0.1%	187
2024 Q2	$273K	Buy	4,746 +813	+21%	+$46.4K	0.08%	217
2024 Q1	$228K	Buy	+3,933	New	+$218K	0.08%	210
2023 Q4	–	Sell	-7,033	Closed	-$348K	–	235
2023 Q3	$348K	Buy	+7,033	New	+$364K	0.06%	171

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

Gateway Wealth Partners's DGRO Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 46% in Q2 2026, selling an estimated $1.78M and leaving 28,867 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #186.

Gateway Wealth Partners first reported a position in DGRO in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.72M in Q1 2026. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Gateway Wealth Partners held 28,867 shares of iShares Core Dividend Growth ETF worth $2.19M as of Q2 2026.
Gateway Wealth Partners sold 24,119 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.78M.
iShares Core Dividend Growth ETF made up 0.13% of Gateway Wealth Partners's portfolio in Q2 2026, its #186 holding.
Gateway Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's iShares Core Dividend Growth ETF position peaked at $3.72M in Q1 2026.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.