JWM
DGRO icon

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

JGP 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 		$57M Buy
752,651
+25,425
+3% +$1.88M 5.12% 4
2026
Q1 		$51M Buy
727,226
+225,197
+45% +$16.1M 5.31% 4
2025
Q4 		$34.9M Buy
502,029
+14,253
+3% +$980K 3.63% 6
2025
Q3 		$33.3M Buy
487,776
+18,810
+4% +$1.24M 3.69% 6
2025
Q2 		$30M Buy
468,966
+22,982
+5% +$1.4M 3.63% 6
2025
Q1 		$27.6M Buy
445,984
+166,050
+59% +$10.4M 3.63% 5
2024
Q4 		$17.2M Buy
279,934
+6,828
+3% +$431K 2.22% 9
2024
Q3 		$17.1M Buy
273,106
+7,101
+3% +$428K 2.2% 10
2024
Q2 		$15.3M Buy
+266,005
New +$15.2M 2.19% 11
2020
Q1 		– Sell
-5,858
Closed -$246K – 126
2019
Q4 		$246K Hold
5,858
– – 0.07% 118
2019
Q3 		$222K Hold
5,858
– – 0.08% 120
2019
Q2 		$224K Buy
+5,858
New +$220K 0.08% 120
2019
Q1 		– Sell
-121,900
Closed -$4.04M – 124
2018
Q4 		$4.04M Buy
+121,900
New +$4.29M 1.67% 16

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

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

JGP Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q2 2026, buying an estimated $1.88M and bringing the position to 752,651 shares worth $57M. The position accounts for 5.12% of the portfolio, ranked #4.

JGP Wealth Management first reported a position in DGRO in Q4 2018 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • JGP Wealth Management held 752,651 shares of iShares Core Dividend Growth ETF worth $57M as of Q2 2026.
  • JGP Wealth Management bought 25,425 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.88M.
  • iShares Core Dividend Growth ETF made up 5.12% of JGP Wealth Management's portfolio in Q2 2026, its #4 holding.
  • JGP Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 13 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.