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

Lee Financial’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	$412K	Sell	5,430 -181	-3%	-$13.4K	0.05%	122
2026 Q1	$394K	Sell	5,611 -709	-11%	-$50.8K	0.06%	112
2025 Q4	$439K	Buy	6,320 +825	+15%	+$56.7K	0.06%	106
2025 Q3	$374K	Buy	5,495 +2,255	+70%	+$149K	0.05%	131
2025 Q2	$207K	Buy	+3,240	New	+$198K	0.03%	139
2024 Q1	–	Sell	-3,175	Closed	-$171K	–	326
2023 Q4	$171K	Buy	3,175 +2,450	+338%	+$124K	0.03%	145
2023 Q3	$35.9K	Sell	725 -447	-38%	-$23.1K	0.01%	248
2023 Q2	$60.4K	Hold	1,172	–	–	0.01%	206
2023 Q1	$58.6K	Hold	1,172	–	–	0.01%	222
2022 Q4	$58.6K	Hold	1,172	–	–	0.01%	242
2022 Q3	$52K	Buy	1,172 +447	+62%	+$22K	0.01%	247
2022 Q2	$35K	Hold	725	–	–	0.01%	273
2022 Q1	$39K	Hold	725	–	–	0.01%	267
2021 Q4	$40K	Hold	725	–	–	0.01%	277
2021 Q3	$36K	Sell	725 -284	-28%	-$14.7K	0.01%	259
2021 Q2	$51K	Hold	1,009	–	–	0.01%	226
2021 Q1	$49K	Hold	1,009	–	–	0.01%	232
2020 Q4	$45K	Hold	1,009	–	–	0.01%	220
2020 Q3	$40K	Hold	1,009	–	–	0.01%	254
2020 Q2	$38K	Hold	1,009	–	–	0.01%	228
2020 Q1	$33K	Hold	1,009	–	–	0.01%	199
2019 Q4	$42K	Hold	1,009	–	–	0.01%	203
2019 Q3	$39K	Sell	1,009 -927	-48%	-$35.7K	0.01%	202
2019 Q2	$74K	Hold	1,936	–	–	0.02%	176
2019 Q1	$71K	Buy	+1,936	New	+$68.9K	0.02%	174
2018 Q3	–	Sell	-6,866	Closed	-$235K	–	527
2018 Q2	$235K	Buy	6,866 +2,044	+42%	+$70.4K	0.06%	146
2018 Q1	$163K	Buy	+4,822	New	+$170K	0.04%	168

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

Lee Financial's DGRO Position: Q2 2026 in Review

Lee Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.2% in Q2 2026, selling an estimated $13.4K and leaving 5,430 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #122.

Lee Financial first reported a position in DGRO in Q1 2018 and has held it in 27 quarters since. The position peaked at $439K in Q4 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Lee Financial held 5,430 shares of iShares Core Dividend Growth ETF worth $412K as of Q2 2026.
Lee Financial sold 181 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $13.4K.
iShares Core Dividend Growth ETF made up 0.05% of Lee Financial's portfolio in Q2 2026, its #122 holding.
Lee Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and has held it in 27 quarters since.
Lee Financial's iShares Core Dividend Growth ETF position peaked at $439K in Q4 2025.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.