JMG Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

JMG Financial Group’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	$250K	Hold	3,300	–	–	0.01%	128
2026 Q1	$232K	Hold	3,300	–	–	0.01%	119
2025 Q4	$229K	Hold	3,300	–	–	0.01%	118
2025 Q3	$225K	Hold	3,300	–	–	0.01%	117
2025 Q2	$211K	Hold	3,300	–	–	0.01%	122
2025 Q1	$204K	Hold	3,300	–	–	0.01%	118
2024 Q4	$202K	Hold	3,300	–	–	0.01%	111
2024 Q3	$207K	Buy	+3,300	New	+$199K	0.01%	115

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

JMG Financial Group's DGRO Position: Q2 2026 in Review

JMG Financial Group held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 3,300 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #128.

JMG Financial Group first reported a position in DGRO in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

JMG Financial Group held 3,300 shares of iShares Core Dividend Growth ETF worth $250K as of Q2 2026.
JMG Financial Group left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #128 holding.
JMG Financial Group first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.