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

LBMC Investment 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	$1.14M	Hold	15,000	–	–	0.06%	106
2026 Q1	$1.05M	Hold	15,000	–	–	0.06%	106
2025 Q4	$1.04M	Hold	15,000	–	–	0.06%	101
2025 Q3	$1.02M	Buy	+15,000	New	+$991K	0.07%	99
2022 Q2	–	Sell	-17,402	Closed	-$929K	–	152
2022 Q1	$929K	Hold	17,402	–	–	0.08%	64
2021 Q4	$967K	Buy	17,402 +9,760	+128%	+$521K	0.08%	67
2021 Q3	$791K	Buy	+7,642	New	+$396K	0.07%	72

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

LBMC Investment Advisors's DGRO Position: Q2 2026 in Review

LBMC Investment Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 15,000 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #106.

LBMC Investment Advisors first reported a position in DGRO in Q3 2021 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

LBMC Investment Advisors held 15,000 shares of iShares Core Dividend Growth ETF worth $1.14M as of Q2 2026.
LBMC Investment Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.06% of LBMC Investment Advisors's portfolio in Q2 2026, its #106 holding.
LBMC Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.