Golden State Equity Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Golden State Equity Partners’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	$28.6K	Sell	377 -7,377	-95%	-$544K	0.08%	144
2026 Q1	$544K	Buy	+7,754	New	+$556K	0.04%	429
2021 Q4	–	Sell	-5,817	Closed	-$292K	–	197
2021 Q3	$292K	Sell	5,817 -67	-1%	-$3.47K	0.12%	175
2021 Q2	$296K	Buy	+5,884	New	+$295K	0.11%	184

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

Golden State Equity Partners's DGRO Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 95% in Q2 2026, selling an estimated $544K and leaving 377 shares worth $28.6K. The position accounts for 0.08% of the portfolio, ranked #144.

Golden State Equity Partners first reported a position in DGRO in Q2 2021 and has held it in 4 quarters since. The position peaked at $544K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Golden State Equity Partners held 377 shares of iShares Core Dividend Growth ETF worth $28.6K as of Q2 2026.
Golden State Equity Partners sold 7,377 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $544K.
iShares Core Dividend Growth ETF made up 0.08% of Golden State Equity Partners's portfolio in Q2 2026, its #144 holding.
Golden State Equity Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 4 quarters since.
Golden State Equity Partners's iShares Core Dividend Growth ETF position peaked at $544K in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.