Innovative Wealth Building’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Innovative Wealth Building’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	$4.26M	Sell	56,201 -3,149	-5%	-$232K	2.47%	8
2026 Q1	$4.17M	Sell	59,350 -564	-0.9%	-$40.4K	2.93%	8
2025 Q4	$4.16M	Buy	59,914 +1,334	+2%	+$91.7K	3.03%	7
2025 Q3	$3.99M	Sell	58,580 -6,757	-10%	-$447K	3.11%	8
2025 Q2	$4.18M	Sell	65,337 -4,820	-7%	-$294K	3.46%	6
2025 Q1	$4.33M	Sell	70,157 -1,967	-3%	-$123K	3.99%	4
2024 Q4	$4.42M	Buy	+72,124	New	+$4.55M	4%	4

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Innovative Wealth Building's DGRO Position: Q2 2026 in Review

Innovative Wealth Building reduced its iShares Core Dividend Growth ETF (DGRO) stake by 5.3% in Q2 2026, selling an estimated $232K and leaving 56,201 shares worth $4.26M. The position accounts for 2.47% of the portfolio, ranked #8.

Innovative Wealth Building first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42M in Q4 2024. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Innovative Wealth Building held 56,201 shares of iShares Core Dividend Growth ETF worth $4.26M as of Q2 2026.
Innovative Wealth Building sold 3,149 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $232K.
iShares Core Dividend Growth ETF made up 2.47% of Innovative Wealth Building's portfolio in Q2 2026, its #8 holding.
Innovative Wealth Building first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's iShares Core Dividend Growth ETF position peaked at $4.42M in Q4 2024.
901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.