Guidance Point Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Guidance Point 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	$3.84M	Sell	50,621 -777	-2%	-$57.3K	0.81%	24
2026 Q1	$3.61M	Buy	51,398 +59	+0.1%	+$4.23K	0.85%	25
2025 Q4	$3.56M	Sell	51,339 -1,349	-3%	-$92.8K	0.83%	24
2025 Q3	$3.59M	Sell	52,688 -95	-0.2%	-$6.28K	0.87%	23
2025 Q2	$3.37M	Buy	52,783 +269	+0.5%	+$16.4K	0.87%	23
2025 Q1	$3.24M	Buy	52,514 +258	+0.5%	+$16.2K	0.92%	24
2024 Q4	$3.21M	Sell	52,256 -1,151	-2%	-$72.6K	0.9%	24
2024 Q3	$3.35M	Sell	53,407 -1,252	-2%	-$75.5K	0.98%	24
2024 Q2	$3.15M	Buy	54,659 +275	+0.5%	+$15.7K	0.98%	22
2024 Q1	$3.16M	Buy	54,384 +282	+0.5%	+$15.7K	1.03%	21
2023 Q4	$2.91M	Sell	54,102 -9,096	-14%	-$461K	1.08%	23
2023 Q3	$3.13M	Sell	63,198 -1,629	-3%	-$84.3K	1.27%	18
2023 Q2	$3.34M	Sell	64,827 -662	-1%	-$33.3K	1.28%	19
2023 Q1	$3.27M	Buy	65,489 +989	+2%	+$49.7K	1.32%	22
2022 Q4	$3.22M	Buy	64,500 +2,382	+4%	+$117K	1.37%	21
2022 Q3	$2.76M	Buy	62,118 +455	+0.7%	+$22.4K	1.26%	25
2022 Q2	$2.94M	Buy	61,663 +2,433	+4%	+$123K	1.27%	19
2022 Q1	$3.21M	Buy	59,230 +1,961	+3%	+$105K	1.22%	20
2021 Q4	$3.18M	Buy	57,269 +878	+2%	+$46.9K	1.15%	17
2021 Q3	$2.83M	Buy	56,391 +2,776	+5%	+$144K	1.03%	19
2021 Q2	$2.7M	Buy	53,615 +1,054	+2%	+$52.9K	1.05%	20
2021 Q1	$2.54M	Sell	52,561 -1,894	-3%	-$87.6K	1.05%	21
2020 Q4	$2.44M	Buy	54,455 +1,247	+2%	+$53K	1.12%	21
2020 Q3	$2.12M	Buy	53,208 +465	+0.9%	+$18.5K	1.17%	22
2020 Q2	$1.98M	Buy	52,743 +18,175	+53%	+$661K	1.1%	23
2020 Q1	$1.13M	Buy	34,568 +6,290	+22%	+$246K	0.73%	28
2019 Q4	$1.19M	Buy	28,278 +82	+0.3%	+$3.32K	0.58%	29
2019 Q3	$1.1M	Buy	28,196 +3,387	+14%	+$130K	0.6%	29
2019 Q2	$947K	Buy	24,809 +83	+0.3%	+$3.11K	0.54%	30
2019 Q1	$908K	Buy	24,726 +18,218	+280%	+$648K	0.54%	30
2018 Q4	$569K	Buy	+6,508	New	+$229K	0.37%	40

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

Guidance Point Advisors's DGRO Position: Q2 2026 in Review

Guidance Point Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.5% in Q2 2026, selling an estimated $57.3K and leaving 50,621 shares worth $3.84M. The position accounts for 0.81% of the portfolio, ranked #24.

Guidance Point Advisors first reported a position in DGRO in Q4 2018 and has held it in 31 quarters since. 1,345 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Guidance Point Advisors held 50,621 shares of iShares Core Dividend Growth ETF worth $3.84M as of Q2 2026.
Guidance Point Advisors sold 777 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $57.3K.
iShares Core Dividend Growth ETF made up 0.81% of Guidance Point Advisors's portfolio in Q2 2026, its #24 holding.
Guidance Point Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,345 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.