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

JFS Wealth 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	$186K	Buy	2,459 +10	+0.4%	+$738	0.01%	344
2026 Q1	$172K	Hold	2,449	–	–	0.01%	345
2025 Q4	$170K	Hold	2,449	–	–	0.01%	336
2025 Q3	$167K	Hold	2,449	–	–	0.01%	348
2025 Q2	$157K	Buy	2,449 +1,954	+395%	+$119K	0.01%	319
2025 Q1	$30.6K	Buy	495 +187	+61%	+$11.7K	﹤0.01%	566
2024 Q4	$18.9K	Hold	308	–	–	﹤0.01%	661
2024 Q3	$19.3K	Hold	308	–	–	﹤0.01%	652
2024 Q2	$17.7K	Hold	308	–	–	﹤0.01%	625
2024 Q1	$17.9K	Sell	308 -4	-1%	-$222	﹤0.01%	648
2023 Q4	$16.8K	Buy	312 +4	+1%	+$203	﹤0.01%	628
2023 Q3	$15.3K	Sell	308 -946	-75%	-$49K	﹤0.01%	608
2023 Q2	$64.6K	Buy	1,254 +946	+307%	+$47.6K	0.01%	339
2023 Q1	$15.4K	Hold	308	–	–	﹤0.01%	587
2022 Q4	$15.4K	Hold	308	–	–	﹤0.01%	585
2022 Q3	$14K	Hold	308	–	–	﹤0.01%	636
2022 Q2	$15K	Hold	308	–	–	﹤0.01%	646
2022 Q1	$16K	Hold	308	–	–	﹤0.01%	659
2021 Q4	$17K	Buy	+308	New	+$16.4K	﹤0.01%	595

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

JFS Wealth Advisors's DGRO Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.41% in Q2 2026, buying an estimated $738 and bringing the position to 2,459 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #344.

JFS Wealth Advisors first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

JFS Wealth Advisors held 2,459 shares of iShares Core Dividend Growth ETF worth $186K as of Q2 2026.
JFS Wealth Advisors bought 10 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $738.
iShares Core Dividend Growth ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #344 holding.
JFS Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.