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

Invested 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 		$395K Sell
5,210
-921
-15% -$67.9K 0.35% 79
2026
Q1 		$430K Buy
6,131
+860
+16% +$61.7K 0.43% 66
2025
Q4 		$366K Sell
5,271
-1,957
-27% -$135K 0.38% 80
2025
Q3 		$444K Buy
+7,228
New +$478K 0.65% 43

Other funds holding DGRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Invested Advisors's DGRO Position: Q2 2026 in Review

Invested Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 15% in Q2 2026, selling an estimated $67.9K and leaving 5,210 shares worth $395K. The position accounts for 0.35% of the portfolio, ranked #79.

Invested Advisors first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $444K in Q3 2025. 800 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Invested Advisors held 5,210 shares of iShares Core Dividend Growth ETF worth $395K as of Q2 2026.
  • Invested Advisors sold 921 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $67.9K.
  • iShares Core Dividend Growth ETF made up 0.35% of Invested Advisors's portfolio in Q2 2026, its #79 holding.
  • Invested Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's iShares Core Dividend Growth ETF position peaked at $444K in Q3 2025.
  • 800 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.