Gleason Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Gleason Group’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	$114K	Buy	1,501 +6	+0.4%	+$443	0.01%	95
2026 Q1	$105K	Buy	1,495 +7	+0.5%	+$502	0.01%	91
2025 Q4	$103K	Sell	1,488 -29	-2%	-$1.99K	0.01%	93
2025 Q3	$103K	Buy	1,517 +47	+3%	+$3.11K	0.01%	84
2025 Q2	$94K	Buy	1,470 +8	+0.5%	+$488	0.01%	87
2025 Q1	$90.4K	Buy	1,462 +7	+0.5%	+$439	0.02%	89
2024 Q4	$89.3K	Buy	1,455 +9	+0.6%	+$568	0.02%	90
2024 Q3	$90.7K	Buy	1,446 +9	+0.6%	+$543	0.02%	93
2024 Q2	$82.8K	Buy	1,437 +7	+0.5%	+$400	0.02%	95
2024 Q1	$83K	Buy	1,430 +8	+0.6%	+$444	0.02%	93
2023 Q4	$76.5K	Buy	1,422 +21	+1%	+$1.06K	0.02%	95
2023 Q3	$69.4K	Hold	1,401	–	–	0.02%	102
2023 Q2	$72.2K	Buy	+1,401	New	+$70.5K	0.02%	101

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

Gleason Group's DGRO Position: Q2 2026 in Review

Gleason Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.4% in Q2 2026, buying an estimated $443 and bringing the position to 1,501 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #95.

Gleason Group first reported a position in DGRO in Q2 2023 and has held it in 13 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Gleason Group held 1,501 shares of iShares Core Dividend Growth ETF worth $114K as of Q2 2026.
Gleason Group bought 6 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $443.
iShares Core Dividend Growth ETF made up 0.01% of Gleason Group's portfolio in Q2 2026, its #95 holding.
Gleason Group first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.