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

GDS Wealth Management’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	$322K	Buy	4,255 +382	+10%	+$28.2K	0.02%	182
2026 Q1	$272K	Sell	3,873 -52	-1%	-$3.73K	0.02%	174
2025 Q4	$272K	Buy	3,925 +52	+1%	+$3.58K	0.02%	163
2025 Q3	$264K	Hold	3,873	–	–	0.02%	160
2025 Q2	$248K	Hold	3,873	–	–	0.02%	152
2025 Q1	$239K	Hold	3,873	–	–	0.02%	154
2024 Q4	$238K	Hold	3,873	–	–	0.02%	152
2024 Q3	$243K	Hold	3,873	–	–	0.02%	152
2024 Q2	$223K	Hold	3,873	–	–	0.02%	126
2024 Q1	$225K	Hold	3,873	–	–	0.03%	127
2023 Q4	$208K	Buy	+3,873	New	+$196K	0.03%	127
2023 Q3	–	Sell	-4,173	Closed	-$215K	–	123
2023 Q2	$215K	Hold	4,173	–	–	0.03%	117
2023 Q1	$209K	Hold	4,173	–	–	0.04%	107
2022 Q4	$209K	Buy	+4,173	New	+$205K	0.04%	113
2022 Q2	–	Sell	-4,388	Closed	-$231K	–	104
2022 Q1	$231K	Buy	+4,388	New	+$234K	0.05%	97

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

GDS Wealth Management's DGRO Position: Q2 2026 in Review

GDS Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 9.9% in Q2 2026, buying an estimated $28.2K and bringing the position to 4,255 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #182.

GDS Wealth Management first reported a position in DGRO in Q1 2022 and has held it in 15 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

GDS Wealth Management held 4,255 shares of iShares Core Dividend Growth ETF worth $322K as of Q2 2026.
GDS Wealth Management bought 382 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $28.2K.
iShares Core Dividend Growth ETF made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #182 holding.
GDS Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 15 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.