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

JNBA Financial 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	$51.8K	Hold	684	–	–	﹤0.01%	319
2026 Q1	$48K	Sell	684 -72	-10%	-$5.16K	﹤0.01%	317
2025 Q4	$52.5K	Hold	756	–	–	﹤0.01%	307
2025 Q3	$51.5K	Hold	756	–	–	﹤0.01%	303
2025 Q2	$48.3K	Hold	756	–	–	﹤0.01%	297
2025 Q1	$46.7K	Hold	756	–	–	﹤0.01%	290
2024 Q4	$46.4K	Hold	756	–	–	﹤0.01%	290
2024 Q3	$47.4K	Hold	756	–	–	﹤0.01%	290
2024 Q2	$43.6K	Hold	756	–	–	﹤0.01%	302
2024 Q1	$43.9K	Hold	756	–	–	﹤0.01%	304
2023 Q4	$40.7K	Hold	756	–	–	﹤0.01%	310
2023 Q3	$37.4K	Hold	756	–	–	﹤0.01%	312
2023 Q2	$39K	Sell	756 -20	-3%	-$1.01K	﹤0.01%	317
2023 Q1	$38.8K	Hold	776	–	–	0.01%	309
2022 Q4	$38.8K	Hold	776	–	–	0.01%	306
2022 Q3	$35K	Sell	776 -52	-6%	-$2.56K	0.01%	308
2022 Q2	$39K	Buy	828 +20	+2%	+$1.01K	0.01%	302
2022 Q1	$43K	Sell	808 -1,196	-60%	-$63.9K	0.01%	306
2021 Q4	$111K	Sell	2,004 -898	-31%	-$47.9K	0.01%	225
2021 Q3	$146K	Sell	2,902 -677	-19%	-$35.1K	0.02%	210
2021 Q2	$180K	Buy	3,579 +101	+3%	+$5.07K	0.02%	198
2021 Q1	$168K	Buy	3,478 +623	+22%	+$28.8K	0.02%	191
2020 Q4	$128K	Buy	2,855 +1,922	+206%	+$81.7K	0.02%	194
2020 Q3	$37K	Buy	933 +755	+424%	+$30K	0.01%	270
2020 Q2	$7K	Hold	178	–	–	﹤0.01%	430
2020 Q1	$6K	Hold	178	–	–	﹤0.01%	427
2019 Q4	$7K	Hold	178	–	–	﹤0.01%	469
2019 Q3	$7K	Hold	178	–	–	﹤0.01%	445
2019 Q2	$7K	Buy	+178	New	+$6.67K	﹤0.01%	470

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

JNBA Financial Advisors's DGRO Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 684 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

JNBA Financial Advisors first reported a position in DGRO in Q2 2019 and has held it in 29 quarters since. The position peaked at $180K in Q2 2021. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

JNBA Financial Advisors held 684 shares of iShares Core Dividend Growth ETF worth $51.8K as of Q2 2026.
JNBA Financial Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #319 holding.
JNBA Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and has held it in 29 quarters since.
JNBA Financial Advisors's iShares Core Dividend Growth ETF position peaked at $180K in Q2 2021.
665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.