Gladstone Institutional Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Gladstone Institutional Advisory’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	$12.9M	Buy	170,472 +1,768	+1%	+$130K	0.41%	57
2026 Q1	$11.8M	Sell	168,704 -379	-0.2%	-$27.2K	0.44%	50
2025 Q4	$11.7M	Buy	169,083 +8,480	+5%	+$583K	0.44%	48
2025 Q3	$10.9M	Buy	160,603 +262	+0.2%	+$17.3K	0.42%	52
2025 Q2	$10.3M	Buy	160,341 +10,479	+7%	+$639K	0.42%	51
2025 Q1	$9.26M	Buy	149,862 +7,377	+5%	+$462K	0.43%	48
2024 Q4	$8.74M	Buy	142,485 +488	+0.3%	+$30.8K	0.41%	54
2024 Q3	$8.9M	Sell	141,997 -4,454	-3%	-$268K	0.43%	55
2024 Q2	$8.44M	Buy	146,451 +1,605	+1%	+$91.7K	0.44%	50
2024 Q1	$8.41M	Sell	144,846 -1,553	-1%	-$86.2K	0.46%	45
2023 Q4	$7.88M	Sell	146,399 -10,453	-7%	-$530K	0.44%	51
2023 Q3	$7.77M	Buy	156,852 +7,266	+5%	+$376K	0.5%	41
2023 Q2	$7.71M	Buy	149,586 +15,386	+11%	+$774K	0.47%	45
2023 Q1	$6.71M	Buy	134,200 +15,588	+13%	+$783K	0.43%	50
2022 Q4	$5.93M	Buy	118,612 +3,206	+3%	+$157K	0.42%	57
2022 Q3	$5.13M	Buy	115,406 +710	+0.6%	+$34.9K	0.4%	52
2022 Q2	$5.46M	Buy	114,696 +2,130	+2%	+$107K	0.43%	49
2022 Q1	$6.01M	Buy	112,566 +3,864	+4%	+$206K	0.41%	57
2021 Q4	$6.04M	Buy	108,702 +9,244	+9%	+$493K	0.47%	50
2021 Q3	$5M	Buy	99,458 +14,369	+17%	+$744K	0.49%	47
2021 Q2	$4.29M	Buy	+85,089	New	+$4.27M	0.51%	51
2019 Q4	–	Sell	-5,295	Closed	-$207K	–	275
2019 Q3	$207K	Sell	5,295 -18,254	-78%	-$703K	0.05%	261
2019 Q2	$900K	Buy	+23,549	New	+$883K	0.27%	78

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

Gladstone Institutional Advisory's DGRO Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Core Dividend Growth ETF (DGRO) stake by 1% in Q2 2026, buying an estimated $130K and bringing the position to 170,472 shares worth $12.9M. The position accounts for 0.41% of the portfolio, ranked #57.

Gladstone Institutional Advisory first reported a position in DGRO in Q2 2019 and has held it in 23 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Gladstone Institutional Advisory held 170,472 shares of iShares Core Dividend Growth ETF worth $12.9M as of Q2 2026.
Gladstone Institutional Advisory bought 1,768 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $130K.
iShares Core Dividend Growth ETF made up 0.41% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #57 holding.
Gladstone Institutional Advisory first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and has held it in 23 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.