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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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. 219 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.
219 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.