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

IMG 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	$2.99K	Hold	39	–	–	﹤0.01%	445
2026 Q1	$2.75K	Hold	39	–	–	﹤0.01%	425
2025 Q4	$2.71K	Hold	39	–	–	﹤0.01%	486
2025 Q3	$2.64K	Hold	39	–	–	﹤0.01%	424
2025 Q2	$2.47K	Buy	39 +1	+3%	+$61	﹤0.01%	426
2025 Q1	$2.37K	Hold	38	–	–	﹤0.01%	260
2024 Q4	$2.34K	Buy	+38	New	+$2.4K	﹤0.01%	228

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

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

IMG Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 39 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

IMG Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

IMG Wealth Management held 39 shares of iShares Core Dividend Growth ETF worth $2.99K as of Q2 2026.
IMG Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #445 holding.
IMG Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.