Global Wealth Strategies & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-568	Closed	-$39.9K	–	183
2026 Q1	$39.9K	Buy	568 +280	+97%	+$20.1K	0.01%	192
2025 Q4	$20K	Buy	288 +7	+2%	+$481	0.01%	239
2025 Q3	$19.1K	Buy	+281	New	+$18.6K	﹤0.01%	227
2023 Q1	–	Sell	-304	Closed	-$15.2K	–	364
2022 Q4	$15.2K	Buy	+304	New	+$14.9K	0.01%	122

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 Strategies & Associates's DGRO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 568 shares — an estimated $39.9K sold.

Global Wealth Strategies & Associates first reported a position in DGRO in Q4 2022 and held it in 4 quarters. The position peaked at $39.9K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 568 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $39.9K.
Global Wealth Strategies & Associates first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 4 quarters.
Global Wealth Strategies & Associates's iShares Core Dividend Growth ETF position peaked at $39.9K in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.