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

Legacy Edge 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	$315K	Buy	4,151 +850	+26%	+$62.7K	0.03%	185
2026 Q1	$232K	Sell	3,301 -1,450	-31%	-$104K	0.02%	209
2025 Q4	$330K	Buy	4,751 +1,409	+42%	+$96.9K	0.04%	172
2025 Q3	$228K	Sell	3,342 -1,870	-36%	-$124K	0.03%	192
2025 Q2	$333K	Buy	+5,212	New	+$318K	0.04%	155
2024 Q4	–	Sell	-4,374	Closed	-$274K	–	181
2024 Q3	$274K	Buy	+4,374	New	+$264K	0.04%	156

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 22.9% 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

Legacy Edge Advisors's DGRO Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 26% in Q2 2026, buying an estimated $62.7K and bringing the position to 4,151 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #185.

Legacy Edge Advisors first reported a position in DGRO in Q3 2024 and has held it in 6 quarters since. The position peaked at $333K in Q2 2025. 1,351 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Legacy Edge Advisors held 4,151 shares of iShares Core Dividend Growth ETF worth $315K as of Q2 2026.
Legacy Edge Advisors bought 850 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $62.7K.
iShares Core Dividend Growth ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #185 holding.
Legacy Edge Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 6 quarters since.
Legacy Edge Advisors's iShares Core Dividend Growth ETF position peaked at $333K in Q2 2025.
1,351 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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