Insight Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Insight Wealth Partners’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	$401K	Sell	5,292 -237	-4%	-$17.5K	0.05%	92
2026 Q1	$388K	Buy	5,529 +300	+6%	+$21.5K	0.05%	87
2025 Q4	$363K	Hold	5,229	–	–	0.05%	83
2025 Q3	$356K	Sell	5,229 -316	-6%	-$20.9K	0.11%	82
2025 Q2	$355K	Hold	5,545	–	–	0.14%	79
2025 Q1	$343K	Hold	5,545	–	–	0.06%	82
2024 Q4	$340K	Sell	5,545 -1,214	-18%	-$76.6K	0.05%	79
2024 Q3	$424K	Hold	6,759	–	–	0.08%	75
2024 Q2	$389K	Hold	6,759	–	–	0.07%	71
2024 Q1	$392K	Hold	6,759	–	–	0.07%	66
2023 Q4	$364K	Hold	6,759	–	–	0.06%	61
2023 Q3	$335K	Hold	6,759	–	–	0.06%	59
2023 Q2	$348K	Hold	6,759	–	–	0.08%	56
2023 Q1	$338K	Hold	6,759	–	–	0.08%	47
2022 Q4	$338K	Hold	6,759	–	–	0.25%	40
2022 Q3	$301K	Hold	6,759	–	–	0.28%	45
2022 Q2	$322K	Hold	6,759	–	–	0.24%	45
2022 Q1	$361K	Hold	6,759	–	–	0.2%	50
2021 Q4	$376K	Hold	6,759	–	–	0.07%	58
2021 Q3	$340K	Buy	6,759 +84	+1%	+$4.35K	0.18%	46
2021 Q2	$336K	Buy	6,675 +510	+8%	+$25.6K	0.18%	45
2021 Q1	$298K	Buy	+6,165	New	+$285K	0.15%	44

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

Insight Wealth Partners's DGRO Position: Q2 2026 in Review

Insight Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.3% in Q2 2026, selling an estimated $17.5K and leaving 5,292 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #92.

Insight Wealth Partners first reported a position in DGRO in Q1 2021 and has held it in 22 quarters since. The position peaked at $424K in Q3 2024. 1,347 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Insight Wealth Partners held 5,292 shares of iShares Core Dividend Growth ETF worth $401K as of Q2 2026.
Insight Wealth Partners sold 237 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $17.5K.
iShares Core Dividend Growth ETF made up 0.05% of Insight Wealth Partners's portfolio in Q2 2026, its #92 holding.
Insight Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 22 quarters since.
Insight Wealth Partners's iShares Core Dividend Growth ETF position peaked at $424K in Q3 2024.
1,347 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.