Institute for Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Institute for 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	$69.5K	Buy	+917	New	+$67.7K	0.01%	790
2022 Q1	–	Sell	-3,712	Closed	-$206K	–	546
2021 Q4	$206K	Buy	+3,712	New	+$198K	0.03%	467
2020 Q3	–	Sell	-8,682	Closed	-$326K	–	422
2020 Q2	$326K	Buy	+8,682	New	+$316K	0.08%	310
2020 Q1	–	Sell	-1,777	Closed	-$75K	–	432
2019 Q4	$75K	Buy	+1,777	New	+$71.9K	0.02%	491

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 22.9% 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

Institute for Wealth Management's DGRO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 917 shares worth $69.5K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DGRO as recently as Q4 2021.

Institute for Wealth Management first reported a position in DGRO in Q4 2019 and has held it in 4 quarters since. The position peaked at $326K in Q2 2020. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Institute for Wealth Management held 917 shares of iShares Core Dividend Growth ETF worth $69.5K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #790 holding.
Institute for Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 4 quarters since.
Institute for Wealth Management's iShares Core Dividend Growth ETF position peaked at $326K in Q2 2020.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.