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Kraft Davis & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Kraft Davis & Associates’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 		$535K Buy
6,947
+1
+0% +$74 0.11% 79
2026
Q1 		$512K Sell
6,946
-1,391
-17% -$99.7K 0.11% 81
2025
Q4 		$592K Sell
8,337
-549
-6% -$37.8K 0.13% 80
2025
Q3 		$609K Sell
8,886
-766
-8% -$50.6K 0.15% 79
2025
Q2 		$633K Sell
9,652
-1,645
-15% -$100K 0.17% 73
2025
Q1 		$660K Buy
11,297
+1
+0% +$63 0.21% 60
2024
Q4 		$719K Sell
11,296
-128
-1% -$8.07K 0.21% 56
2024
Q3 		$709K Buy
11,424
+537
+5% +$32.4K 0.21% 60
2024
Q2 		$653K Hold
10,887
– – 0.2% 65
2024
Q1 		$628K Sell
10,887
-1,678
-13% -$93.2K 0.19% 66
2023
Q4 		$687K Sell
12,565
-3,617
-22% -$183K 0.21% 60
2023
Q3 		$787K Sell
16,182
-1,023
-6% -$53K 0.3% 48
2023
Q2 		$903K Buy
+17,205
New +$865K 0.31% 48
2022
Q4 		$3.42M Buy
+66,581
New +$3.27M 1.35% 23

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Kraft Davis & Associates's DGRO Position: Q2 2026 in Review

Kraft Davis & Associates increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.01% in Q2 2026, buying an estimated $74 and bringing the position to 6,947 shares worth $535K. The position accounts for 0.11% of the portfolio, ranked #79.

Kraft Davis & Associates first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.42M in Q4 2022. 399 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Kraft Davis & Associates held 6,947 shares of iShares Core Dividend Growth ETF worth $535K as of Q2 2026.
  • Kraft Davis & Associates bought 1 iShares Core Dividend Growth ETF share in Q2 2026, an estimated $74.
  • iShares Core Dividend Growth ETF made up 0.11% of Kraft Davis & Associates's portfolio in Q2 2026, its #79 holding.
  • Kraft Davis & Associates first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Kraft Davis & Associates's iShares Core Dividend Growth ETF position peaked at $3.42M in Q4 2022.
  • 399 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.