Johnson Financial Group Inc (Wisconsin)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$11.7K	Hold	154	–	–	﹤0.01%	625
2026 Q1	$10.8K	Hold	154	–	–	﹤0.01%	628
2025 Q4	$10.7K	Hold	154	–	–	﹤0.01%	653
2025 Q3	$10.5K	Buy	+154	New	+$10.2K	﹤0.01%	772
2023 Q4	–	Sell	-1,726	Closed	-$85.5K	–	944
2023 Q3	$85.5K	Buy	+1,726	New	+$89.4K	0.01%	330
2022 Q3	–	Sell	-416	Closed	-$20K	–	668
2022 Q2	$20K	Hold	416	–	–	﹤0.01%	473
2022 Q1	$22K	Sell	416 -80	-16%	-$4.27K	﹤0.01%	523
2021 Q4	$28K	Hold	496	–	–	﹤0.01%	529
2021 Q3	$25K	Buy	+496	New	+$25.7K	﹤0.01%	477

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

Johnson Financial Group Inc (Wisconsin)'s DGRO Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 154 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Johnson Financial Group Inc (Wisconsin) first reported a position in DGRO in Q3 2021 and has held it in 9 quarters since. The position peaked at $85.5K in Q3 2023. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 154 shares of iShares Core Dividend Growth ETF worth $11.7K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #625 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 9 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares Core Dividend Growth ETF position peaked at $85.5K in Q3 2023.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.