KMG Fiduciary Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

KMG Fiduciary Partners’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	$253K	Buy	3,336 +43	+1%	+$3.17K	0.02%	192
2026 Q1	$231K	Buy	3,293 +140	+4%	+$10K	0.02%	253
2025 Q4	$219K	Buy	3,153 +96	+3%	+$6.6K	0.02%	259
2025 Q3	$208K	Sell	3,057 -166	-5%	-$11K	0.01%	292
2025 Q2	$206K	Buy	+3,223	New	+$197K	0.02%	287

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 22.9% 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

KMG Fiduciary Partners's DGRO Position: Q2 2026 in Review

KMG Fiduciary Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q2 2026, buying an estimated $3.17K and bringing the position to 3,336 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #192.

KMG Fiduciary Partners first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

KMG Fiduciary Partners held 3,336 shares of iShares Core Dividend Growth ETF worth $253K as of Q2 2026.
KMG Fiduciary Partners bought 43 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.17K.
iShares Core Dividend Growth ETF made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #192 holding.
KMG Fiduciary Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.