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

Latitude Advisors’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	$792K	Sell	10,450 -7	-0.1%	-$516	0.32%	74
2026 Q1	$734K	Buy	10,457 +660	+7%	+$47.3K	0.34%	79
2025 Q4	$680K	Sell	9,797 -68	-0.7%	-$4.68K	0.3%	82
2025 Q3	$672K	Sell	9,865 -180	-2%	-$11.9K	0.31%	80
2025 Q2	$642K	Buy	10,045 +23	+0.2%	+$1.4K	0.32%	73
2025 Q1	$619K	Buy	10,022 +1,158	+13%	+$72.6K	0.36%	69
2024 Q4	$544K	Buy	8,864 +2,641	+42%	+$167K	0.31%	80
2024 Q3	$390K	Buy	6,223 +58	+0.9%	+$3.5K	0.22%	109
2024 Q2	$355K	Buy	6,165 +618	+11%	+$35.3K	0.22%	104
2024 Q1	$322K	Buy	5,547 +3	+0.1%	+$167	0.2%	111
2023 Q4	$298K	Buy	5,544 +14	+0.3%	+$710	0.21%	118
2023 Q3	$274K	Hold	5,530	–	–	0.2%	120
2023 Q2	$285K	Buy	5,530 +8	+0.1%	+$402	0.2%	115
2023 Q1	$276K	Sell	5,522 -396	-7%	-$19.9K	0.2%	123
2022 Q4	$296K	Sell	5,918 -5,859	-50%	-$288K	0.22%	110
2022 Q3	$524K	Buy	11,777 +43	+0.4%	+$2.12K	0.43%	46
2022 Q2	$559K	Sell	11,734 -23,386	-67%	-$1.18M	0.51%	43
2022 Q1	$1.88M	Buy	35,120 +12,258	+54%	+$655K	0.42%	43
2021 Q4	$1.27M	Buy	22,862 +325	+1%	+$17.3K	0.36%	48
2021 Q3	$1.13M	Buy	22,537 +11,977	+113%	+$620K	0.36%	50
2021 Q2	$532K	Buy	10,560 +1,401	+15%	+$70.3K	0.39%	50
2021 Q1	$442K	Buy	9,159 +1,253	+16%	+$57.9K	0.36%	62
2020 Q4	$354K	Buy	+7,906	New	+$336K	0.31%	80

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Latitude Advisors's DGRO Position: Q2 2026 in Review

Latitude Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.07% in Q2 2026, selling an estimated $516 and leaving 10,450 shares worth $792K. The position accounts for 0.32% of the portfolio, ranked #74.

Latitude Advisors first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q1 2022. 642 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Latitude Advisors held 10,450 shares of iShares Core Dividend Growth ETF worth $792K as of Q2 2026.
Latitude Advisors sold 7 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $516.
iShares Core Dividend Growth ETF made up 0.32% of Latitude Advisors's portfolio in Q2 2026, its #74 holding.
Latitude Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
Latitude Advisors's iShares Core Dividend Growth ETF position peaked at $1.88M in Q1 2022.
642 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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