Intellus Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Intellus Advisors’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	$4.53M	Buy	59,718 +2,438	+4%	+$180K	0.55%	28
2026 Q1	$4.02M	Buy	57,280 +3,007	+6%	+$216K	0.55%	28
2025 Q4	$3.77M	Buy	54,273 +1,366	+3%	+$93.9K	0.5%	29
2025 Q3	$3.6M	Buy	52,907 +13	+0%	+$859	0.49%	29
2025 Q2	$3.38M	Buy	52,894 +1,076	+2%	+$65.6K	0.5%	29
2025 Q1	$3.2M	Buy	51,818 +975	+2%	+$61.1K	0.56%	30
2024 Q4	$3.12M	Buy	+50,843	New	+$3.21M	0.54%	31

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

Intellus Advisors's DGRO Position: Q2 2026 in Review

Intellus Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.3% in Q2 2026, buying an estimated $180K and bringing the position to 59,718 shares worth $4.53M. The position accounts for 0.55% of the portfolio, ranked #28.

Intellus Advisors first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Intellus Advisors held 59,718 shares of iShares Core Dividend Growth ETF worth $4.53M as of Q2 2026.
Intellus Advisors bought 2,438 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $180K.
iShares Core Dividend Growth ETF made up 0.55% of Intellus Advisors's portfolio in Q2 2026, its #28 holding.
Intellus Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.