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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.28M Buy
56,514
+2,116
+4% +$156K 1.96% 9
2026
Q1
$3.82M Buy
54,398
+2,595
+5% +$186K 1.96% 11
2025
Q4
$3.6M Sell
51,803
-1,957
-4% -$135K 1.91% 13
2025
Q3
$3.66M Sell
53,760
-1,778
-3% -$118K 1.94% 13
2025
Q2
$3.55M Buy
+55,538
New +$3.39M 2.11% 12
2024
Q4
$3.21M Sell
52,316
-3,913
-7% -$247K 2.08% 11
2024
Q3
$3.53M Buy
56,229
+232
+0.4% +$14K 2.44% 8
2024
Q2
$3.23M Sell
55,997
-55
-0.1% -$3.14K 2.34% 10
2024
Q1
$3.25M Sell
56,052
-923
-2% -$51.2K 2.29% 9
2023
Q4
$3.07M Buy
+56,975
New +$2.89M 2.4% 8

Other funds holding DGRO

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

Lantern Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.9% in Q2 2026, buying an estimated $156K and bringing the position to 56,514 shares worth $4.28M. The position accounts for 1.96% of the portfolio, ranked #9.

Lantern Wealth Advisors first reported a position in DGRO in Q4 2023 and has held it in 10 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Lantern Wealth Advisors held 56,514 shares of iShares Core Dividend Growth ETF worth $4.28M as of Q2 2026.
  • Lantern Wealth Advisors bought 2,116 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $156K.
  • iShares Core Dividend Growth ETF made up 1.96% of Lantern Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Lantern Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.