JWM
DGRO icon

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

Jackson 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 		$1.89M Sell
24,927
-206,083
-89% -$15.2M 1.11% 18
2026
Q1 		$16.2M Sell
231,010
-1,228
-0.5% -$88K 1.67% 17
2025
Q4 		$16.1M Buy
232,238
+5,798
+3% +$399K 1.57% 17
2025
Q3 		$15.4M Buy
226,440
+4,982
+2% +$329K 1.54% 15
2025
Q2 		$14.2M Sell
221,458
-3,597
-2% -$219K 1.54% 15
2025
Q1 		$13.9M Buy
225,055
+4,705
+2% +$295K 1.69% 16
2024
Q4 		$13.5M Buy
220,350
+5,760
+3% +$363K 1.53% 16
2024
Q3 		$13.5M Buy
214,590
+81,587
+61% +$4.92M 1.61% 14
2024
Q2 		$7.66M Sell
133,003
-63,884
-32% -$3.65M 1.64% 14
2024
Q1 		$11.4M Buy
196,887
+15,823
+9% +$878K 1.43% 15
2023
Q4 		$9.74M Buy
181,064
+8,390
+5% +$425K 1.28% 16
2023
Q3 		$8.55M Buy
172,674
+8,154
+5% +$422K 1.22% 14
2023
Q2 		$8.48M Buy
+164,520
New +$8.27M 1.24% 18
2023
Q1 		– Sell
-124,855
Closed -$6.24M – 145
2022
Q4 		$6.24M Sell
124,855
-44,829
-26% -$2.2M 2.29% 8
2022
Q3 		$7.55M Buy
169,684
+105,935
+166% +$5.21M 1.49% 19
2022
Q2 		$3.04M Buy
+63,749
New +$3.21M 1.41% 18
2020
Q1 		– Sell
-17,750
Closed -$750K – 112
2019
Q4 		$750K Sell
17,750
-353
-2% -$14.3K 0.12% 123
2019
Q3 		$700K Buy
+18,103
New +$697K 0.15% 107

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jackson Wealth Management's DGRO Position: Q2 2026 in Review

Jackson Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 89% in Q2 2026, selling an estimated $15.2M and leaving 24,927 shares worth $1.89M. The position accounts for 1.11% of the portfolio, ranked #18.

Jackson Wealth Management first reported a position in DGRO in Q3 2019 and has held it in 18 quarters since. The position peaked at $16.2M in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Jackson Wealth Management held 24,927 shares of iShares Core Dividend Growth ETF worth $1.89M as of Q2 2026.
  • Jackson Wealth Management sold 206,083 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $15.2M.
  • iShares Core Dividend Growth ETF made up 1.11% of Jackson Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Jackson Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 18 quarters since.
  • Jackson Wealth Management's iShares Core Dividend Growth ETF position peaked at $16.2M in Q1 2026.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.