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

IHT 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	$6.61M	Buy	87,169 +6,065	+7%	+$447K	0.14%	151
2026 Q1	$5.69M	Buy	81,104 +8,676	+12%	+$622K	0.13%	163
2025 Q4	$5.03M	Buy	72,428 +3,848	+6%	+$265K	0.12%	173
2025 Q3	$4.67M	Sell	68,580 -6,767	-9%	-$447K	0.12%	170
2025 Q2	$4.82M	Buy	75,347 +15,492	+26%	+$945K	0.13%	158
2025 Q1	$3.7M	Sell	59,855 -4,262	-7%	-$267K	0.12%	178
2024 Q4	$3.93M	Sell	64,117 -13,899	-18%	-$877K	0.13%	155
2024 Q3	$4.89M	Buy	78,016 +32,055	+70%	+$1.93M	0.14%	143
2024 Q2	$2.65M	Buy	45,961 +1,029	+2%	+$58.8K	0.1%	205
2024 Q1	$2.61M	Buy	44,932 +70	+0.2%	+$3.89K	0.1%	205
2023 Q4	$2.41M	Buy	44,862 +3,126	+7%	+$159K	0.11%	191
2023 Q3	$2.07M	Buy	41,736 +4,412	+12%	+$228K	0.1%	191
2023 Q2	$1.92M	Sell	37,324 -3,681	-9%	-$185K	0.1%	196
2023 Q1	$2.05M	Sell	41,005 -1,941	-5%	-$97.5K	0.12%	173
2022 Q4	$2.15M	Sell	42,946 -2,466	-5%	-$121K	0.13%	165
2022 Q3	$2.02M	Sell	45,412 -2,284	-5%	-$112K	0.15%	146
2022 Q2	$2.27M	Sell	47,696 -2,012	-4%	-$101K	0.2%	112
2022 Q1	$2.65M	Buy	49,708 +6,888	+16%	+$368K	0.2%	107
2021 Q4	$2.38M	Buy	42,820 +8,255	+24%	+$441K	0.18%	124
2021 Q3	$1.74M	Buy	34,565 +5,543	+19%	+$287K	0.14%	142
2021 Q2	$1.46M	Buy	29,022 +11,255	+63%	+$565K	0.09%	233
2021 Q1	$858K	Buy	17,767 +8,868	+100%	+$410K	0.06%	304
2020 Q4	$399K	Buy	8,899 +1,634	+22%	+$69.5K	0.03%	482
2020 Q3	$289K	Buy	7,265 +301	+4%	+$12K	0.03%	488
2020 Q2	$262K	Buy	+6,964	New	+$253K	0.04%	445
2018 Q2	–	Sell	-1,584	Closed	-$53K	–	640
2018 Q1	$53K	Sell	1,584 -197	-11%	-$6.95K	0.01%	653
2017 Q4	$63K	Buy	1,781 +1,216	+215%	+$41K	0.02%	623
2017 Q3	$19K	Hold	565	–	–	0.01%	788
2017 Q2	$2K	Buy	+565	New	+$17.5K	﹤0.01%	1213

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

IHT Wealth Management's DGRO Position: Q2 2026 in Review

IHT Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.5% in Q2 2026, buying an estimated $447K and bringing the position to 87,169 shares worth $6.61M. The position accounts for 0.14% of the portfolio, ranked #151.

IHT Wealth Management first reported a position in DGRO in Q2 2017 and has held it in 29 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

IHT Wealth Management held 87,169 shares of iShares Core Dividend Growth ETF worth $6.61M as of Q2 2026.
IHT Wealth Management bought 6,065 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $447K.
iShares Core Dividend Growth ETF made up 0.14% of IHT Wealth Management's portfolio in Q2 2026, its #151 holding.
IHT Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2017 and has held it in 29 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.