Golden State Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Golden State Wealth Management’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	$666K	Buy	8,792 +128	+1%	+$9.44K	0.06%	242
2026 Q1	$608K	Sell	8,664 -128	-1%	-$9.18K	0.07%	219
2025 Q4	$610K	Sell	8,792 -289	-3%	-$19.9K	0.06%	219
2025 Q3	$618K	Sell	9,081 -218	-2%	-$14.4K	0.07%	214
2025 Q2	$595K	Sell	9,299 -577	-6%	-$35.2K	0.07%	198
2025 Q1	$610K	Sell	9,876 -382	-4%	-$23.9K	0.09%	176
2024 Q4	$629K	Buy	+10,258	New	+$647K	0.09%	170
2022 Q1	$281K	Sell	5,265 -1,834	-26%	-$97.9K	0.06%	242
2021 Q4	$395K	Buy	+7,099	New	+$379K	0.07%	248
2020 Q4	–	Sell	-25,548	Closed	-$1.02M	–	273
2020 Q3	$1.02M	Sell	25,548 -14,717	-37%	-$585K	0.34%	47
2020 Q2	$1.51M	Buy	40,265 +39,690	+6,903%	+$1.44M	0.39%	48
2020 Q1	$19K	Buy	+575	New	+$22.5K	0.01%	509

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 Wealth Management's DGRO Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.5% in Q2 2026, buying an estimated $9.44K and bringing the position to 8,792 shares worth $666K. The position accounts for 0.06% of the portfolio, ranked #242.

Golden State Wealth Management first reported a position in DGRO in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.51M in Q2 2020. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Golden State Wealth Management held 8,792 shares of iShares Core Dividend Growth ETF worth $666K as of Q2 2026.
Golden State Wealth Management bought 128 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $9.44K.
iShares Core Dividend Growth ETF made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #242 holding.
Golden State Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 12 quarters since.
Golden State Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.51M in Q2 2020.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.