Guardian Asset Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Guardian Asset 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	$276K	Buy	3,646 +639	+21%	+$47.1K	0.13%	107
2026 Q1	$211K	Sell	3,007 -448	-13%	-$32.1K	0.12%	101
2025 Q4	$240K	Buy	3,455 +20	+0.6%	+$1.38K	0.12%	98
2025 Q3	$234K	Sell	3,435 -712	-17%	-$47.1K	0.13%	101
2025 Q2	$266K	Buy	4,147 +580	+16%	+$35.4K	0.15%	95
2025 Q1	$217K	Sell	3,567 -341	-9%	-$21.4K	0.14%	96
2024 Q4	$239K	Sell	3,908 -451	-10%	-$28.5K	0.15%	94
2024 Q3	$272K	Sell	4,359 -2,776	-39%	-$167K	0.19%	89
2024 Q2	$411K	Sell	7,135 -2,461	-26%	-$141K	0.3%	61
2024 Q1	$557K	Sell	9,596 -2,349	-20%	-$130K	0.46%	42
2023 Q4	$643K	Buy	+11,945	New	+$606K	0.6%	34

Other funds holding DGRO

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Guardian Asset Advisors's DGRO Position: Q2 2026 in Review

Guardian Asset Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 21% in Q2 2026, buying an estimated $47.1K and bringing the position to 3,646 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #107.

Guardian Asset Advisors first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $643K in Q4 2023. 498 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Guardian Asset Advisors held 3,646 shares of iShares Core Dividend Growth ETF worth $276K as of Q2 2026.
Guardian Asset Advisors bought 639 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $47.1K.
iShares Core Dividend Growth ETF made up 0.13% of Guardian Asset Advisors's portfolio in Q2 2026, its #107 holding.
Guardian Asset Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's iShares Core Dividend Growth ETF position peaked at $643K in Q4 2023.
498 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.