KFA Private Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

KFA Private Wealth Group’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	$382K	Sell	5,035 -66	-1%	-$4.87K	0.09%	100
2026 Q1	$358K	Buy	5,101 +1,372	+37%	+$98.4K	0.09%	113
2025 Q4	$259K	Buy	+3,729	New	+$256K	0.06%	131

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

KFA Private Wealth Group's DGRO Position: Q2 2026 in Review

KFA Private Wealth Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q2 2026, selling an estimated $4.87K and leaving 5,035 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #100.

KFA Private Wealth Group first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

KFA Private Wealth Group held 5,035 shares of iShares Core Dividend Growth ETF worth $382K as of Q2 2026.
KFA Private Wealth Group sold 66 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $4.87K.
iShares Core Dividend Growth ETF made up 0.09% of KFA Private Wealth Group's portfolio in Q2 2026, its #100 holding.
KFA Private Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.