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

Kelleher 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 		– Sell
-55
Closed -$3.86K – 875
2026
Q1 		$3.86K Hold
55
– – ﹤0.01% 608
2025
Q4 		$3.82K Hold
55
– – ﹤0.01% 636
2025
Q3 		$3.74K Buy
+55
New +$3.63K ﹤0.01% 562

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Kelleher Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 55 shares — an estimated $3.86K sold.

Kelleher Financial Advisors first reported a position in DGRO in Q3 2025 and held it in 3 quarters. The position peaked at $3.86K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 55 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.86K.
  • Kelleher Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and held it in 3 quarters.
  • Kelleher Financial Advisors's iShares Core Dividend Growth ETF position peaked at $3.86K in Q1 2026.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.