Integrated Investment Consultants’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Integrated Investment Consultants’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	$8.4M	Sell	110,844 -1,588	-1%	-$117K	1.65%	17
2026 Q1	$7.89M	Buy	112,432 +873	+0.8%	+$62.6K	1.67%	16
2025 Q4	$7.74M	Buy	111,559 +2,518	+2%	+$173K	1.52%	17
2025 Q3	$7.42M	Buy	109,041 +2,200	+2%	+$145K	1.26%	20
2025 Q2	$6.83M	Buy	106,841 +15,435	+17%	+$941K	1.34%	17
2025 Q1	$5.65M	Sell	91,406 -873	-0.9%	-$54.7K	1.12%	19
2024 Q4	$5.66M	Sell	92,279 -1,586	-2%	-$100K	1.17%	19
2024 Q3	$5.88M	Hold	93,865	–	–	1.28%	19
2024 Q2	$5.45M	Hold	93,865	–	–	1.5%	17
2024 Q1	$5.45M	Sell	93,865 -2,248	-2%	-$125K	1.5%	17
2023 Q4	$5.17M	Buy	+96,113	New	+$4.87M	1.64%	15

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

Integrated Investment Consultants's DGRO Position: Q2 2026 in Review

Integrated Investment Consultants reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.4% in Q2 2026, selling an estimated $117K and leaving 110,844 shares worth $8.4M. The position accounts for 1.65% of the portfolio, ranked #17.

Integrated Investment Consultants first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Integrated Investment Consultants held 110,844 shares of iShares Core Dividend Growth ETF worth $8.4M as of Q2 2026.
Integrated Investment Consultants sold 1,588 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $117K.
iShares Core Dividend Growth ETF made up 1.65% of Integrated Investment Consultants's portfolio in Q2 2026, its #17 holding.
Integrated Investment Consultants first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.