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

Goldstone Financial 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 		$4.5M Sell
59,364
-814
-1% -$60.1K 0.41% 57
2026
Q1 		$4.22M Sell
60,178
-2,661
-4% -$191K 0.46% 51
2025
Q4 		$4.36M Buy
62,839
+3,002
+5% +$206K 0.49% 49
2025
Q3 		$4.07M Buy
59,837
+11,030
+23% +$729K 0.48% 49
2025
Q2 		$3.18M Buy
48,807
+3,734
+8% +$228K 0.42% 51
2025
Q1 		$2.78M Sell
45,073
-1,030
-2% -$64.5K 0.42% 55
2024
Q4 		$2.83M Buy
46,103
+3,476
+8% +$219K 0.44% 51
2024
Q3 		$2.67M Buy
42,627
+7,031
+20% +$424K 0.46% 48
2024
Q2 		$2.05M Buy
35,596
+11,165
+46% +$638K 0.41% 51
2024
Q1 		$1.42M Sell
24,431
-7,869
-24% -$437K 0.33% 57
2023
Q4 		$1.74M Buy
32,300
+2,271
+8% +$115K 0.45% 44
2023
Q3 		$1.49M Buy
30,029
+5,555
+23% +$288K 0.44% 45
2023
Q2 		$1.26M Buy
24,474
+5,964
+32% +$300K 0.37% 53
2023
Q1 		$925K Buy
+18,510
New +$929K 0.31% 56

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldstone Financial Group's DGRO Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.4% in Q2 2026, selling an estimated $60.1K and leaving 59,364 shares worth $4.5M. The position accounts for 0.41% of the portfolio, ranked #57.

Goldstone Financial Group first reported a position in DGRO in Q1 2023 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Goldstone Financial Group held 59,364 shares of iShares Core Dividend Growth ETF worth $4.5M as of Q2 2026.
  • Goldstone Financial Group sold 814 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $60.1K.
  • iShares Core Dividend Growth ETF made up 0.41% of Goldstone Financial Group's portfolio in Q2 2026, its #57 holding.
  • Goldstone Financial Group first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.