Guardian Wealth Advisors (North Carolina)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$4.71M	Sell	62,200 -1,201	-2%	-$88.6K	0.26%	60
2026 Q1	$4.45M	Sell	63,401 -2,168	-3%	-$155K	0.28%	57
2025 Q4	$4.55M	Buy	65,569 +2,528	+4%	+$174K	0.28%	57
2025 Q3	$4.29M	Buy	63,041 +1,057	+2%	+$69.9K	0.28%	57
2025 Q2	$3.96M	Sell	61,984 -3,149	-5%	-$192K	0.28%	53
2025 Q1	$4.02M	Sell	65,133 -377	-0.6%	-$23.6K	0.32%	49
2024 Q4	$4.02M	Buy	+65,510	New	+$4.13M	0.32%	50
2023 Q4	–	Sell	-503	Closed	-$25.1K	–	446
2023 Q3	$25.1K	Hold	503	–	–	﹤0.01%	325
2023 Q2	$25.9K	Hold	503	–	–	﹤0.01%	313
2023 Q1	$25.1K	Hold	503	–	–	﹤0.01%	304
2022 Q4	$25.1K	Buy	+503	New	+$24.7K	﹤0.01%	284

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 22.9% 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

Guardian Wealth Advisors (North Carolina)'s DGRO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.9% in Q2 2026, selling an estimated $88.6K and leaving 62,200 shares worth $4.71M. The position accounts for 0.26% of the portfolio, ranked #60.

Guardian Wealth Advisors (North Carolina) first reported a position in DGRO in Q4 2022 and has held it in 11 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 62,200 shares of iShares Core Dividend Growth ETF worth $4.71M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 1,201 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $88.6K.
iShares Core Dividend Growth ETF made up 0.26% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #60 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 11 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.