Larson Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Larson Financial Group’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	$6.79M	Buy	89,612 +3,188	+4%	+$235K	0.18%	99
2026 Q1	$6.07M	Buy	86,424 +1,957	+2%	+$140K	0.19%	96
2025 Q4	$5.86M	Sell	84,467 -2,983	-3%	-$205K	0.2%	93
2025 Q3	$5.95M	Buy	87,450 +182	+0.2%	+$12K	0.21%	95
2025 Q2	$5.58M	Buy	87,268 +45,516	+109%	+$2.78M	0.22%	95
2025 Q1	$2.58M	Buy	41,752 +1,577	+4%	+$98.8K	0.12%	156
2024 Q4	$2.46M	Buy	40,175 +2,146	+6%	+$135K	0.13%	142
2024 Q3	$2.38M	Sell	38,029 -1,175	-3%	-$70.8K	0.14%	141
2024 Q2	$2.26M	Buy	39,204 +36,675	+1,450%	+$2.1M	0.15%	120
2024 Q1	$147K	Buy	2,529 +60	+2%	+$3.33K	0.01%	472
2023 Q4	$133K	Sell	2,469 -49	-2%	-$2.48K	0.01%	435
2023 Q3	$125K	Buy	2,518 +46	+2%	+$2.38K	0.01%	414
2023 Q2	$127K	Buy	2,472 +385	+18%	+$19.4K	0.01%	393
2023 Q1	$104K	Sell	2,087 -3,998	-66%	-$201K	0.01%	426
2022 Q4	$304K	Buy	6,085 +4,003	+192%	+$196K	0.04%	244
2022 Q3	$93K	Sell	2,082 -107	-5%	-$5.27K	0.01%	367
2022 Q2	$104K	Buy	2,189 +189	+9%	+$9.53K	0.02%	251
2022 Q1	$107K	Sell	2,000 -409	-17%	-$21.8K	0.02%	266
2021 Q4	$134K	Sell	2,409 -53	-2%	-$2.83K	0.02%	236
2021 Q3	$124K	Buy	2,462 +598	+32%	+$31K	0.02%	189
2021 Q2	$94K	Buy	1,864 +97	+5%	+$4.87K	0.02%	197
2021 Q1	$85K	Buy	1,767 +6	+0.3%	+$277	0.03%	183
2020 Q4	$79K	Buy	1,761 +680	+63%	+$28.9K	0.03%	159
2020 Q3	$43K	Buy	+1,081	New	+$43K	0.02%	222

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

Larson Financial Group's DGRO Position: Q2 2026 in Review

Larson Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.7% in Q2 2026, buying an estimated $235K and bringing the position to 89,612 shares worth $6.79M. The position accounts for 0.18% of the portfolio, ranked #99.

Larson Financial Group first reported a position in DGRO in Q3 2020 and has held it in 24 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Larson Financial Group held 89,612 shares of iShares Core Dividend Growth ETF worth $6.79M as of Q2 2026.
Larson Financial Group bought 3,188 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $235K.
iShares Core Dividend Growth ETF made up 0.18% of Larson Financial Group's portfolio in Q2 2026, its #99 holding.
Larson Financial Group first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 24 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.