High Point Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

High Point Wealth Management’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	$66.7K	Buy	880 +4	+0.5%	+$295	0.05%	126
2026 Q1	$61.5K	Buy	876 +4	+0.5%	+$287	0.06%	123
2025 Q4	$60.5K	Buy	+872	New	+$60K	0.06%	128

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

High Point Wealth Management's DGRO Position: Q2 2026 in Review

High Point Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.46% in Q2 2026, buying an estimated $295 and bringing the position to 880 shares worth $66.7K. The position accounts for 0.05% of the portfolio, ranked #126.

High Point Wealth Management first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

High Point Wealth Management held 880 shares of iShares Core Dividend Growth ETF worth $66.7K as of Q2 2026.
High Point Wealth Management bought 4 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $295.
iShares Core Dividend Growth ETF made up 0.05% of High Point Wealth Management's portfolio in Q2 2026, its #126 holding.
High Point Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.