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

IFP 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	$5.24M	Buy	69,089 +11,500	+20%	+$848K	0.09%	237
2026 Q1	$4.04M	Sell	57,589 -2,291	-4%	-$164K	0.08%	259
2025 Q4	$4.16M	Sell	59,880 -629	-1%	-$43.3K	0.09%	227
2025 Q3	$4.12M	Buy	60,509 +2,363	+4%	+$156K	0.11%	202
2025 Q2	$3.72M	Buy	58,146 +2,933	+5%	+$179K	0.11%	209
2025 Q1	$3.41M	Sell	55,213 -1,909	-3%	-$120K	0.11%	218
2024 Q4	$3.5M	Buy	57,122 +7,129	+14%	+$450K	0.11%	191
2024 Q3	$3.13M	Sell	49,993 -1,239	-2%	-$74.7K	0.11%	196
2024 Q2	$2.95M	Buy	51,232 +1,158	+2%	+$66.1K	0.12%	179
2024 Q1	$2.91M	Buy	50,074 +977	+2%	+$54.2K	0.13%	172
2023 Q4	$2.64M	Sell	49,097 -1,950	-4%	-$98.9K	0.12%	174
2023 Q3	$2.53M	Buy	51,047 +4,498	+10%	+$233K	0.11%	184
2023 Q2	$2.4M	Buy	46,549 +3,087	+7%	+$155K	0.1%	215
2023 Q1	$1.51M	Sell	43,462 -21,477	-33%	-$1.08M	0.07%	288
2022 Q4	$2.26M	Buy	64,939 +2,644	+4%	+$130K	0.06%	341
2022 Q3	$2.17M	Buy	62,295 +4,771	+8%	+$235K	0.06%	362
2022 Q2	$2.01M	Hold	57,524	–	–	0.06%	344
2022 Q1	$2.01M	Buy	57,524 +37,458	+187%	+$2M	0.06%	344
2021 Q4	$1.11M	Sell	20,066 -1,204	-6%	-$64.3K	0.02%	383
2021 Q3	$1.07M	Sell	21,270 -1,959	-8%	-$101K	0.02%	387
2021 Q2	$1.17M	Buy	23,229 +7,282	+46%	+$365K	0.02%	345
2021 Q1	$770K	Buy	15,947 +505	+3%	+$23.3K	0.02%	405
2020 Q4	$690K	Buy	15,442 +2,120	+16%	+$90.1K	0.03%	420
2020 Q3	$533K	Sell	13,322 -1,782	-12%	-$70.8K	0.03%	416
2020 Q2	$559K	Buy	15,104 +407	+3%	+$14.8K	0.04%	390
2020 Q1	$489K	Sell	14,697 -7,609	-34%	-$298K	0.05%	363
2019 Q4	$941K	Buy	22,306 +680	+3%	+$27.5K	0.07%	292
2019 Q3	$846K	Buy	+21,626	New	+$833K	0.06%	345
2019 Q1	$183K	Sell	4,979 -28,483	-85%	-$1.01M	0.03%	496
2018 Q4	$1.1M	Buy	33,462 +4,632	+16%	+$163K	0.07%	325
2018 Q3	$1.07M	Buy	28,830 +2,115	+8%	+$76.9K	0.04%	413
2018 Q2	$916K	Buy	26,715 +9,451	+55%	+$325K	0.04%	440
2018 Q1	$600K	Hold	17,264	–	–	0.03%	553
2017 Q4	$600K	Buy	17,264 +3,376	+24%	+$114K	0.03%	554
2017 Q3	$451K	Buy	13,888 +2,796	+25%	+$88.9K	0.02%	728
2017 Q2	$347K	Buy	11,092 +1,157	+12%	+$35.8K	0.01%	835
2017 Q1	$303K	Buy	9,935 +1,714	+21%	+$51.4K	0.01%	900
2016 Q4	$238K	Buy	8,221 +3,028	+58%	+$85.1K	0.01%	965
2016 Q3	$143K	Buy	5,193 +4	+0.1%	+$112	0.01%	1163
2016 Q2	$142K	Buy	5,189 +210	+4%	+$5.64K	0.01%	1151
2016 Q1	$183K	Buy	4,979 +739	+17%	+$18.5K	0.03%	496
2015 Q4	$109K	Buy	+4,240	New	+$110K	0.01%	1127

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

IFP Advisors's DGRO Position: Q2 2026 in Review

IFP Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 20% in Q2 2026, buying an estimated $848K and bringing the position to 69,089 shares worth $5.24M. The position accounts for 0.09% of the portfolio, ranked #237.

IFP Advisors first reported a position in DGRO in Q4 2015 and has held it in 42 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

IFP Advisors held 69,089 shares of iShares Core Dividend Growth ETF worth $5.24M as of Q2 2026.
IFP Advisors bought 11,500 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $848K.
iShares Core Dividend Growth ETF made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #237 holding.
IFP Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2015 and has held it in 42 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.