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

JPL 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	$5.73M	Sell	75,661 -3,680	-5%	-$271K	1.14%	28
2026 Q1	$5.57M	Sell	79,341 -885	-1%	-$63.5K	1.28%	26
2025 Q4	$5.57M	Sell	80,226 -1,452	-2%	-$99.8K	1.36%	26
2025 Q3	$5.56M	Buy	81,678 +167	+0.2%	+$11K	1.32%	18
2025 Q2	$5.21M	Buy	81,511 +1,109	+1%	+$67.6K	1.41%	20
2025 Q1	$4.97M	Buy	80,402 +3,801	+5%	+$238K	1.42%	18
2024 Q4	$4.7M	Buy	+76,601	New	+$4.83M	1.35%	19
2024 Q2	$3M	Buy	52,127 +2,560	+5%	+$146K	1.47%	21
2024 Q1	$2.88M	Buy	49,567 +16,751	+51%	+$930K	1.59%	20
2023 Q4	$1.77M	Buy	+32,816	New	+$1.66M	1.27%	25

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

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

JPL Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.6% in Q2 2026, selling an estimated $271K and leaving 75,661 shares worth $5.73M. The position accounts for 1.14% of the portfolio, ranked #28.

JPL Wealth Management first reported a position in DGRO in Q4 2023 and has held it in 10 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

JPL Wealth Management held 75,661 shares of iShares Core Dividend Growth ETF worth $5.73M as of Q2 2026.
JPL Wealth Management sold 3,680 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $271K.
iShares Core Dividend Growth ETF made up 1.14% of JPL Wealth Management's portfolio in Q2 2026, its #28 holding.
JPL Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.