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

Gimbal Financial’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	$15.1M	Buy	+199,017	New	+$14.7M	9.27%	3
2025 Q3	$239K	Buy	3,506 +217	+7%	+$14.3K	0.14%	48
2025 Q2	$210K	Sell	3,289 -291,582	-99%	-$17.8M	0.13%	44
2025 Q1	$18.2M	Buy	294,871 +6,654	+2%	+$417K	16.44%	1
2024 Q4	$17.7M	Sell	288,217 -134,783	-32%	-$8.5M	14.44%	2
2024 Q3	$26.6M	Buy	423,000 +84,426	+25%	+$5.09M	17.28%	1
2024 Q2	$19.9M	Buy	338,574 +3,723	+1%	+$213K	14.61%	2
2024 Q1	$19.4M	Buy	+334,851	New	+$18.6M	15.91%	2

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 22.9% 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

Gimbal Financial's DGRO Position: Q2 2026 in Review

Gimbal Financial opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 199,017 shares worth $15.1M. The stake represents 9.27% of the portfolio and ranks #3 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in DGRO as recently as Q3 2025.

Gimbal Financial first reported a position in DGRO in Q1 2024 and has held it in 8 quarters since. The position peaked at $26.6M in Q3 2024. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Gimbal Financial held 199,017 shares of iShares Core Dividend Growth ETF worth $15.1M as of Q2 2026.
iShares Core Dividend Growth ETF was a new Gimbal Financial position in Q2 2026.
iShares Core Dividend Growth ETF made up 9.27% of Gimbal Financial's portfolio in Q2 2026, its #3 holding.
Gimbal Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 8 quarters since.
Gimbal Financial's iShares Core Dividend Growth ETF position peaked at $26.6M in Q3 2024.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.