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Independent Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Independent Financial Group’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 		$4.37M Buy
57,654
+8,408
+17% +$620K 0.08% 237
2026
Q1 		$3.46M Buy
49,246
+97
+0.2% +$6.95K 0.08% 257
2025
Q4 		$3.41M Buy
49,149
+3,499
+8% +$241K 0.08% 242
2025
Q3 		$3.11M Buy
45,650
+627
+1% +$41.4K 0.07% 256
2025
Q2 		$2.88M Buy
45,023
+1,119
+3% +$68.2K 0.08% 251
2025
Q1 		$2.71M Sell
43,904
-2,209
-5% -$138K 0.09% 219
2024
Q4 		$2.83M Buy
46,113
+302
+0.7% +$19.1K 0.09% 210
2024
Q3 		$2.87M Buy
45,811
+1,137
+3% +$68.5K 0.11% 192
2024
Q2 		$2.57M Sell
44,674
-76
-0.2% -$4.34K 0.1% 186
2024
Q1 		$2.6M Sell
44,750
-351
-0.8% -$19.5K 0.12% 171
2023
Q4 		$2.43M Buy
45,101
+435
+1% +$22.1K 0.13% 174
2023
Q3 		$2.21M Sell
44,666
-291
-0.6% -$15.1K 0.14% 157
2023
Q2 		$2.32M Sell
44,957
-3,331
-7% -$168K 0.16% 140
2023
Q1 		$2.41M Sell
48,288
-23,475
-33% -$1.18M 0.19% 120
2022
Q4 		$3.59M Buy
71,763
+602
+0.8% +$29.6K 0.31% 62
2022
Q3 		$3.16M Buy
71,161
+1,674
+2% +$82.4K 0.29% 62
2022
Q2 		$3.31M Sell
69,487
-679
-1% -$34.2K 0.35% 55
2022
Q1 		$3.75M Sell
70,166
-206
-0.3% -$11K 0.3% 57
2021
Q4 		$3.91M Buy
70,372
+2,539
+4% +$136K 0.32% 53
2021
Q3 		$3.41M Buy
67,833
+5,178
+8% +$268K 0.35% 56
2021
Q2 		$3.16M Buy
62,655
+4,708
+8% +$236K 0.33% 64
2021
Q1 		$2.8M Buy
57,947
+20,726
+56% +$958K 0.36% 58
2020
Q4 		$1.67M Buy
+37,221
New +$1.58M 0.25% 98

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Financial Group's DGRO Position: Q2 2026 in Review

Independent Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q2 2026, buying an estimated $620K and bringing the position to 57,654 shares worth $4.37M. The position accounts for 0.08% of the portfolio, ranked #237.

Independent Financial Group first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Independent Financial Group held 57,654 shares of iShares Core Dividend Growth ETF worth $4.37M as of Q2 2026.
  • Independent Financial Group bought 8,408 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $620K.
  • iShares Core Dividend Growth ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #237 holding.
  • Independent Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.