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Gratus Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Gratus Wealth Advisors’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 		$94.2M Buy
1,243,096
+25,085
+2% +$1.85M 11.99% 1
2026
Q1 		$85.5M Sell
1,218,011
-36,883
-3% -$2.64M 12.36% 1
2025
Q4 		$87.1M Buy
1,254,894
+20,316
+2% +$1.4M 12.08% 1
2025
Q3 		$84.1M Buy
1,234,578
+23,192
+2% +$1.53M 11.83% 1
2025
Q2 		$77.5M Buy
1,211,386
+10,701
+0.9% +$653K 11.73% 1
2025
Q1 		$74.2M Buy
1,200,685
+1,150
+0.1% +$72.1K 12.17% 1
2024
Q4 		$73.6M Buy
1,199,535
+77,673
+7% +$4.9M 11.77% 1
2024
Q3 		$69.8M Buy
1,121,862
+223,301
+25% +$13.5M 11.4% 1
2024
Q2 		$53.3M Sell
898,561
-3,163
-0.4% -$181K 9.19% 1
2024
Q1 		$49.9M Sell
901,724
-113,965
-11% -$6.33M 9.16% 1
2023
Q4 		$54.7M Buy
+1,015,689
New +$51.5M 10.78% 1

Other funds holding DGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Gratus Wealth Advisors's DGRO Position: Q2 2026 in Review

Gratus Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.1% in Q2 2026, buying an estimated $1.85M and bringing the position to 1,243,096 shares worth $94.2M. The position accounts for 11.99% of the portfolio, ranked #1.

Gratus Wealth Advisors first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 632 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Gratus Wealth Advisors held 1,243,096 shares of iShares Core Dividend Growth ETF worth $94.2M as of Q2 2026.
  • Gratus Wealth Advisors bought 25,085 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.85M.
  • iShares Core Dividend Growth ETF made up 11.99% of Gratus Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Gratus Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.