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

Independent Solutions 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	$3.48M	Buy	+45,955	New	+$3.39M	0.45%	65

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Independent Solutions Wealth Management's DGRO Position: Q2 2026 in Review

Independent Solutions Wealth Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 45,955 shares worth $3.48M. The stake represents 0.45% of the portfolio and ranks #65 among its holdings.

655 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Independent Solutions Wealth Management held 45,955 shares of iShares Core Dividend Growth ETF worth $3.48M as of Q2 2026.
iShares Core Dividend Growth ETF was a new Independent Solutions Wealth Management position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.45% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #65 holding.
655 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.