IFG Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

IFG Advisory’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	$1.8M	Buy	+23,732	New	+$1.75M	0.06%	307
2026 Q1	–	Sell	-20,500	Closed	-$1.42M	–	448
2025 Q4	$1.42M	Buy	20,500 +1,801	+10%	+$124K	0.06%	304
2025 Q3	$1.27M	Buy	18,699 +1,129	+6%	+$74.6K	0.06%	318
2025 Q2	$1.12M	Buy	17,570 +1,759	+11%	+$107K	0.06%	314
2025 Q1	$977K	Buy	15,811 +861	+6%	+$54K	0.05%	327
2024 Q4	$917K	Buy	14,950 +2,393	+19%	+$151K	0.05%	311
2024 Q3	$787K	Sell	12,557 -476	-4%	-$28.7K	0.05%	293
2024 Q2	$751K	Sell	13,033 -2,318	-15%	-$132K	0.05%	333
2024 Q1	$891K	Buy	15,351 +128	+0.8%	+$7.11K	0.07%	264
2023 Q4	$819K	Buy	15,223 +568	+4%	+$28.8K	0.06%	288
2023 Q3	$726K	Buy	14,655 +1,058	+8%	+$54.8K	0.06%	271
2023 Q2	$701K	Sell	13,597 -406	-3%	-$20.4K	0.06%	245
2023 Q1	$700K	Sell	14,003 -92	-0.7%	-$4.62K	0.07%	265
2022 Q4	$704K	Sell	14,095 -2,235	-14%	-$110K	0.07%	259
2022 Q3	$726K	Buy	16,330 +1,859	+13%	+$91.5K	0.07%	261
2022 Q2	$689K	Buy	14,471 +1,997	+16%	+$101K	0.07%	247
2022 Q1	$666K	Buy	12,474 +2,242	+22%	+$120K	0.07%	260
2021 Q4	$568K	Buy	+10,232	New	+$546K	0.06%	279

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

IFG Advisory's DGRO Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 23,732 shares worth $1.8M. The stake represents 0.06% of the portfolio and ranks #307 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DGRO as recently as Q4 2025.

IFG Advisory first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

IFG Advisory held 23,732 shares of iShares Core Dividend Growth ETF worth $1.8M as of Q2 2026.
iShares Core Dividend Growth ETF was a new IFG Advisory position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.06% of IFG Advisory's portfolio in Q2 2026, its #307 holding.
IFG Advisory first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.