Keystone Financial Group (Kentucky)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Keystone Financial Group (Kentucky)’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	$4.05M	Buy	53,379 +2,252	+4%	+$166K	0.24%	72
2026 Q1	$3.59M	Buy	51,127 +2,581	+5%	+$185K	0.25%	74
2025 Q4	$3.37M	Sell	48,546 -2,211	-4%	-$152K	0.25%	74
2025 Q3	$3.46M	Buy	50,757 +25	+0%	+$1.65K	0.26%	71
2025 Q2	$3.24M	Sell	50,732 -1,935	-4%	-$118K	0.29%	70
2025 Q1	$3.25M	Sell	52,667 -2,513	-5%	-$157K	0.33%	66
2024 Q4	$3.38M	Buy	55,180 +596	+1%	+$37.6K	0.33%	61
2024 Q3	$3.42M	Buy	+54,584	New	+$3.29M	0.44%	45
2024 Q2	–	Sell	-53,653	Closed	-$3.12M	–	189
2024 Q1	$3.12M	Sell	53,653 -1,715	-3%	-$95.2K	0.45%	46
2023 Q4	$2.98M	Sell	55,368 -1,456	-3%	-$73.8K	0.52%	43
2023 Q3	$2.81M	Buy	56,824 +5,506	+11%	+$285K	0.47%	46
2023 Q2	$2.64M	Buy	+51,318	New	+$2.58M	0.45%	50
2022 Q4	$2.49M	Buy	49,804 +2,614	+6%	+$128K	0.49%	44
2022 Q3	$2.1M	Buy	47,190 +503	+1%	+$24.8K	0.43%	54
2022 Q2	$2.22M	Buy	46,687 +1,984	+4%	+$100K	0.44%	50
2022 Q1	$2.39M	Buy	44,703 +4,948	+12%	+$264K	0.41%	53
2021 Q4	$2.21M	Sell	39,755 -12,796	-24%	-$683K	0.36%	62
2021 Q3	$2.64M	Buy	52,551 +556	+1%	+$28.8K	0.48%	46
2021 Q2	$2.62M	Buy	51,995 +9,571	+23%	+$480K	0.47%	49
2021 Q1	$2.05M	Buy	42,424 +1,880	+5%	+$86.9K	0.4%	60
2020 Q4	$1.82M	Buy	40,544 +4,722	+13%	+$201K	0.38%	59
2020 Q3	$1.43M	Sell	35,822 -952	-3%	-$37.8K	0.35%	63
2020 Q2	$1.38M	Buy	36,774 +753	+2%	+$27.4K	0.38%	61
2020 Q1	$1.17M	Sell	36,021 -8,408	-19%	-$329K	0.39%	63
2019 Q4	$1.87M	Buy	44,429 +1,708	+4%	+$69.1K	0.5%	52
2019 Q3	$1.67M	Buy	42,721 +1,767	+4%	+$68.1K	0.51%	46
2019 Q2	$1.56M	Sell	40,954 -199	-0.5%	-$7.46K	0.51%	50
2019 Q1	$1.51M	Buy	41,153 +1,839	+5%	+$65.4K	0.54%	49
2018 Q4	$1.3M	Buy	39,314 +138	+0.4%	+$4.85K	0.59%	46
2018 Q3	$1.46M	Buy	39,176 +15,283	+64%	+$555K	0.6%	48
2018 Q2	$821K	Buy	+23,893	New	+$823K	0.46%	58

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

Keystone Financial Group (Kentucky)'s DGRO Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.4% in Q2 2026, buying an estimated $166K and bringing the position to 53,379 shares worth $4.05M. The position accounts for 0.24% of the portfolio, ranked #72.

Keystone Financial Group (Kentucky) first reported a position in DGRO in Q2 2018 and has held it in 31 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Keystone Financial Group (Kentucky) held 53,379 shares of iShares Core Dividend Growth ETF worth $4.05M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 2,252 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $166K.
iShares Core Dividend Growth ETF made up 0.24% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #72 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Core Dividend Growth ETF in Q2 2018 and has held it in 31 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.