Independent Advisor Alliance’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Independent Advisor Alliance’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	–	Sell	-90,847	Closed	-$6.38M	–	1158
2026 Q1	$6.38M	Buy	+90,847	New	+$6.51M	0.07%	262
2025 Q1	–	Sell	-99,687	Closed	-$6.11M	–	910
2024 Q4	$6.11M	Buy	+99,687	New	+$6.29M	0.08%	233
2022 Q1	–	Sell	-14,572	Closed	-$810K	–	685
2021 Q4	$810K	Buy	14,572 +4,489	+45%	+$240K	0.04%	309
2021 Q3	$507K	Buy	10,083 +143	+1%	+$7.41K	0.03%	376
2021 Q2	$501K	Buy	9,940 +2,685	+37%	+$135K	0.03%	393
2021 Q1	$350K	Sell	7,255 -1,745	-19%	-$80.7K	0.02%	455
2020 Q4	$403K	Buy	9,000 +485	+6%	+$20.6K	0.03%	383
2020 Q3	$337K	Sell	8,515 -97	-1%	-$3.85K	0.03%	366
2020 Q2	$341K	Buy	8,612 +2,210	+35%	+$80.3K	0.04%	343
2020 Q1	$209K	Sell	6,402 -392,821	-98%	-$15.4M	0.03%	355
2019 Q4	$16.8M	Buy	+399,223	New	+$16.1M	0.73%	23

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

Independent Advisor Alliance's DGRO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 90,847 shares — an estimated $6.38M sold.

Independent Advisor Alliance first reported a position in DGRO in Q4 2019 and held it in 11 quarters. The position peaked at $16.8M in Q4 2019. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 90,847 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $6.38M.
Independent Advisor Alliance first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 11 quarters.
Independent Advisor Alliance's iShares Core Dividend Growth ETF position peaked at $16.8M in Q4 2019.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.