Global Wealth Management Investment Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Global Wealth Management Investment 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	$2.41M	Buy	31,743 +1,245	+4%	+$91.8K	0.34%	77
2026 Q1	$2.14M	Buy	30,498 +4,705	+18%	+$337K	0.34%	77
2025 Q4	$1.79M	Buy	25,793 +1,650	+7%	+$113K	0.29%	76
2025 Q3	$1.64M	Buy	24,143 +249	+1%	+$16.5K	0.28%	80
2025 Q2	$1.53M	Sell	23,894 -251	-1%	-$15.3K	0.29%	82
2025 Q1	$1.49M	Buy	24,145 +633	+3%	+$39.7K	0.3%	83
2024 Q4	$1.44M	Buy	23,512 +3,558	+18%	+$224K	0.3%	85
2024 Q3	$1.25M	Buy	19,954 +857	+4%	+$51.7K	0.27%	87
2024 Q2	$1.1M	Buy	19,097 +809	+4%	+$46.2K	0.26%	85
2024 Q1	$1.06M	Buy	18,288 +2,672	+17%	+$148K	0.26%	86
2023 Q4	$840K	Buy	15,616 +340	+2%	+$17.2K	0.22%	94
2023 Q3	$757K	Buy	15,276 +454	+3%	+$23.5K	0.21%	98
2023 Q2	$764K	Buy	14,822 +542	+4%	+$27.3K	0.21%	99
2023 Q1	$714K	Buy	14,280 +2,450	+21%	+$123K	0.21%	97
2022 Q4	$591K	Buy	11,830 +1,073	+10%	+$52.7K	0.19%	97
2022 Q3	$478K	Sell	10,757 -226	-2%	-$11.1K	0.17%	101
2022 Q2	$523K	Sell	10,983 -96	-0.9%	-$4.84K	0.18%	99
2022 Q1	$592K	Buy	11,079 +961	+9%	+$51.3K	0.18%	100
2021 Q4	$562K	Buy	10,118 +469	+5%	+$25K	0.17%	100
2021 Q3	$485K	Buy	9,649 +269	+3%	+$13.9K	0.15%	101
2021 Q2	$472K	Buy	9,380 +818	+10%	+$41K	0.16%	100
2021 Q1	$413K	Buy	8,562 +504	+6%	+$23.3K	0.15%	99
2020 Q4	$361K	Buy	8,058 +162	+2%	+$6.89K	0.14%	99
2020 Q3	$314K	Buy	7,896 +737	+10%	+$29.3K	0.14%	97
2020 Q2	$269K	Buy	7,159 +764	+12%	+$27.8K	0.11%	104
2020 Q1	$208K	Sell	6,395 -58	-0.9%	-$2.27K	0.1%	103
2019 Q4	$271K	Buy	6,453 +361	+6%	+$14.6K	0.11%	101
2019 Q3	$238K	Buy	6,092 +565	+10%	+$21.8K	0.11%	101
2019 Q2	$211K	Buy	5,527 +1,320	+31%	+$49.5K	0.1%	101
2019 Q1	$155K	Sell	4,207 -800	-16%	-$28.5K	0.08%	128
2018 Q4	$166K	Buy	+5,007	New	+$176K	0.1%	142

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

Global Wealth Management Investment Advisory's DGRO Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.1% in Q2 2026, buying an estimated $91.8K and bringing the position to 31,743 shares worth $2.41M. The position accounts for 0.34% of the portfolio, ranked #77.

Global Wealth Management Investment Advisory first reported a position in DGRO in Q4 2018 and has held it in 31 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Global Wealth Management Investment Advisory held 31,743 shares of iShares Core Dividend Growth ETF worth $2.41M as of Q2 2026.
Global Wealth Management Investment Advisory bought 1,245 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $91.8K.
iShares Core Dividend Growth ETF made up 0.34% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #77 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.