Kingswood Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Kingswood Wealth 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	$7.86M	Buy	103,646 +6,936	+7%	+$512K	0.32%	64
2026 Q1	$6.79M	Buy	96,710 +8,636	+10%	+$619K	0.32%	65
2025 Q4	$6.11M	Buy	88,074 +16,499	+23%	+$1.13M	0.3%	81
2025 Q3	$4.87M	Buy	71,575 +25,901	+57%	+$1.71M	0.29%	83
2025 Q2	$2.92M	Buy	45,674 +13,699	+43%	+$835K	0.23%	102
2025 Q1	$1.98M	Sell	31,975 -1,093	-3%	-$68.5K	0.18%	139
2024 Q4	$2.03M	Sell	33,068 -15,218	-32%	-$960K	0.15%	150
2024 Q3	$3.03M	Buy	48,286 +23,235	+93%	+$1.4M	0.22%	111
2024 Q2	$1.44M	Buy	25,051 +6,267	+33%	+$358K	0.13%	168
2024 Q1	$1.09M	Buy	18,784 +2,963	+19%	+$164K	0.13%	187
2023 Q4	$851K	Buy	+15,821	New	+$802K	0.1%	225

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

Kingswood Wealth Advisors's DGRO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.2% in Q2 2026, buying an estimated $512K and bringing the position to 103,646 shares worth $7.86M. The position accounts for 0.32% of the portfolio, ranked #64.

Kingswood Wealth Advisors first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Kingswood Wealth Advisors held 103,646 shares of iShares Core Dividend Growth ETF worth $7.86M as of Q2 2026.
Kingswood Wealth Advisors bought 6,936 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $512K.
iShares Core Dividend Growth ETF made up 0.32% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Kingswood Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.