Landmark Wealth Management (New York)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Landmark Wealth Management (New York)’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	$244K	Buy	3,221 +15	+0.5%	+$1.11K	0.06%	140
2026 Q1	$225K	Buy	3,206 +15	+0.5%	+$1.07K	0.06%	142
2025 Q4	$222K	Buy	3,191 +20	+0.6%	+$1.38K	0.08%	84
2025 Q3	$216K	Buy	3,171 +17	+0.5%	+$1.12K	0.09%	84
2025 Q2	$202K	Buy	+3,154	New	+$192K	0.09%	87

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

Landmark Wealth Management (New York)'s DGRO Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.47% in Q2 2026, buying an estimated $1.11K and bringing the position to 3,221 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #140.

Landmark Wealth Management (New York) first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Landmark Wealth Management (New York) held 3,221 shares of iShares Core Dividend Growth ETF worth $244K as of Q2 2026.
Landmark Wealth Management (New York) bought 15 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.11K.
iShares Core Dividend Growth ETF made up 0.06% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #140 holding.
Landmark Wealth Management (New York) first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.