GC Wealth Management RIA’s iShares Core Dividend Growth ETF DGRO Stock Holding History

GC Wealth Management RIA’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	$9.37M	Buy	123,600 +39,909	+48%	+$2.94M	0.54%	36
2026 Q1	$5.87M	Buy	83,691 +40,495	+94%	+$2.9M	0.24%	64
2025 Q4	$3M	Sell	43,196 -30,171	-41%	-$2.07M	0.11%	122
2025 Q3	$4.99M	Buy	73,367 +67,113	+1,073%	+$4.44M	0.16%	107
2025 Q2	$400K	Buy	6,254 +1,366	+28%	+$83.3K	0.03%	373
2025 Q1	$302K	Sell	4,888 -31	-0.6%	-$1.94K	0.06%	247
2024 Q4	$302K	Sell	4,919 -111	-2%	-$7K	0.05%	243
2024 Q3	$315K	Buy	5,030 +142	+3%	+$8.56K	0.06%	249
2024 Q2	$282K	Hold	4,888	–	–	0.06%	233
2024 Q1	$284K	Hold	4,888	–	–	0.06%	233
2023 Q4	$263K	Buy	+4,888	New	+$248K	0.12%	175

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

GC Wealth Management RIA's DGRO Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares Core Dividend Growth ETF (DGRO) stake by 48% in Q2 2026, buying an estimated $2.94M and bringing the position to 123,600 shares worth $9.37M. The position accounts for 0.54% of the portfolio, ranked #36.

GC Wealth Management RIA first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

GC Wealth Management RIA held 123,600 shares of iShares Core Dividend Growth ETF worth $9.37M as of Q2 2026.
GC Wealth Management RIA bought 39,909 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.94M.
iShares Core Dividend Growth ETF made up 0.54% of GC Wealth Management RIA's portfolio in Q2 2026, its #36 holding.
GC Wealth Management RIA first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.