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

Insight Wealth Strategies’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 		$904K Sell
11,880
-15
-0.1% -$1.11K 0.09% 106
2026
Q1 		$835K Sell
11,895
-51
-0.4% -$3.66K 0.09% 114
2025
Q4 		$829K Sell
11,946
-11
-0.1% -$756 0.1% 113
2025
Q3 		$814K Buy
11,957
+29
+0.2% +$1.92K 0.1% 109
2025
Q2 		$772K Sell
11,928
-23
-0.2% -$1.4K 0.1% 108
2025
Q1 		$738K Sell
11,951
-123
-1% -$7.71K 0.1% 109
2024
Q4 		$741K Sell
12,074
-15
-0.1% -$946 0.1% 111
2024
Q3 		$758K Sell
12,089
-21
-0.2% -$1.27K 0.1% 118
2024
Q2 		$698K Sell
12,110
-313
-3% -$17.9K 0.1% 122
2024
Q1 		$721K Sell
12,423
-232
-2% -$12.9K 0.11% 124
2023
Q4 		$681K Sell
12,655
-53
-0.4% -$2.69K 0.11% 119
2023
Q3 		$629K Sell
12,708
-1,788
-12% -$92.6K 0.12% 110
2023
Q2 		$747K Sell
14,496
-58
-0.4% -$2.92K 0.14% 100
2023
Q1 		$728K Sell
14,554
-9
-0.1% -$452 0.14% 99
2022
Q4 		$728K Buy
14,563
+45
+0.3% +$2.21K 0.14% 98
2022
Q3 		$692K Hold
14,518
– – 0.13% 106
2022
Q2 		$692K Sell
14,518
-5,675
-28% -$286K 0.13% 106
2022
Q1 		$1.08M Buy
20,193
+4,620
+30% +$247K 0.16% 101
2021
Q4 		$866K Sell
15,573
-21,740
-58% -$1.16M 0.12% 108
2021
Q3 		$1.88M Buy
37,313
+397
+1% +$20.6K 0.26% 53
2021
Q2 		$1.86M Buy
36,916
+16,754
+83% +$841K 0.26% 52
2021
Q1 		$973K Buy
20,162
+4,838
+32% +$224K 0.13% 104
2020
Q4 		$687K Sell
15,324
-2,266
-13% -$96.3K 0.12% 98
2020
Q3 		$700K Sell
17,590
-991
-5% -$39.4K 0.13% 78
2020
Q2 		$699K Sell
18,581
-28,384
-60% -$1.03M 0.16% 62
2020
Q1 		$1.53M Sell
46,965
-2,580
-5% -$101K 0.41% 27
2019
Q4 		$2.08M Buy
49,545
+4,046
+9% +$164K 0.44% 40
2019
Q3 		$1.78M Buy
45,499
+30,340
+200% +$1.17M 0.42% 48
2019
Q2 		$579K Sell
15,159
-19,193
-56% -$719K 0.14% 92
2019
Q1 		$1.26M Buy
34,352
+6,841
+25% +$243K 0.35% 52
2018
Q4 		$913K Buy
+27,511
New +$967K 0.28% 53

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Insight Wealth Strategies reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.13% in Q2 2026, selling an estimated $1.11K and leaving 11,880 shares worth $904K. The position accounts for 0.09% of the portfolio, ranked #106.

Insight Wealth Strategies first reported a position in DGRO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.08M in Q4 2019. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Insight Wealth Strategies held 11,880 shares of iShares Core Dividend Growth ETF worth $904K as of Q2 2026.
  • Insight Wealth Strategies sold 15 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.11K.
  • iShares Core Dividend Growth ETF made up 0.09% of Insight Wealth Strategies's portfolio in Q2 2026, its #106 holding.
  • Insight Wealth Strategies first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares Core Dividend Growth ETF position peaked at $2.08M in Q4 2019.
  • 901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.