Greykasell Wealth Strategies’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Greykasell Wealth Strategies’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	$386K	Hold	5,088	–	–	0.14%	107
2026 Q1	$357K	Hold	5,088	–	–	0.14%	110
2025 Q4	$353K	Hold	5,088	–	–	0.14%	109
2025 Q3	$346K	Hold	5,088	–	–	0.15%	108
2025 Q2	$325K	Buy	+5,088	New	+$310K	0.16%	101

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

Greykasell Wealth Strategies's DGRO Position: Q2 2026 in Review

Greykasell Wealth Strategies held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 5,088 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #107.

Greykasell Wealth Strategies first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Greykasell Wealth Strategies held 5,088 shares of iShares Core Dividend Growth ETF worth $386K as of Q2 2026.
Greykasell Wealth Strategies left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.14% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #107 holding.
Greykasell Wealth Strategies first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.