JWWM
DGRO icon

Johnson & White Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Johnson & White 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 		$9.13M Buy
120,428
+2,607
+2% +$192K 3.41% 7
2026
Q1 		$8.27M Buy
117,821
+4,946
+4% +$355K 3.5% 7
2025
Q4 		$7.84M Buy
112,875
+2,225
+2% +$153K 3.41% 8
2025
Q3 		$7.53M Buy
110,650
+3,609
+3% +$239K 3.45% 8
2025
Q2 		$6.84M Buy
107,041
+7,650
+8% +$466K 3.45% 7
2025
Q1 		$6.14M Buy
99,391
+9,310
+10% +$583K 3.45% 7
2024
Q4 		$5.51M Buy
90,081
+2,777
+3% +$175K 3.33% 7
2024
Q3 		$5.47M Buy
87,304
+3,126
+4% +$188K 4.71% 6
2024
Q2 		$4.85M Buy
84,178
+6,558
+8% +$375K 4.63% 6
2024
Q1 		$4.51M Buy
77,620
+6,648
+9% +$369K 3.28% 9
2023
Q4 		$3.82M Sell
70,972
-3,560
-5% -$181K 3.17% 10
2023
Q3 		$3.69M Sell
74,532
-3,257
-4% -$169K 3.34% 9
2023
Q2 		$4.01M Sell
77,789
-181
-0.2% -$9.1K 5.5% 7
2023
Q1 		$3.9M Buy
+77,970
New +$3.91M 3.47% 9
2022
Q4 		– Sell
-56,448
Closed -$2.51M – 88
2022
Q3 		$2.51M Buy
+56,448
New +$2.78M 2.83% 10

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
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 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

Johnson & White Wealth Management's DGRO Position: Q2 2026 in Review

Johnson & White Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.2% in Q2 2026, buying an estimated $192K and bringing the position to 120,428 shares worth $9.13M. The position accounts for 3.41% of the portfolio, ranked #7.

Johnson & White Wealth Management first reported a position in DGRO in Q3 2022 and has held it in 15 quarters since. 235 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Johnson & White Wealth Management held 120,428 shares of iShares Core Dividend Growth ETF worth $9.13M as of Q2 2026.
  • Johnson & White Wealth Management bought 2,607 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $192K.
  • iShares Core Dividend Growth ETF made up 3.41% of Johnson & White Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Johnson & White Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.