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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 		$333K Buy
5,212
+1,911
+58% +$141K 0.04% 155
2026
Q1 		$232K Sell
3,301
-1,450
-31% -$104K 0.02% 209
2025
Q4 		$330K Buy
+4,751
New +$327K 0.04% 172

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 58% in Q2 2026, buying an estimated $141K and bringing the position to 5,212 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #155.

Legacy Edge Advisors first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Legacy Edge Advisors held 5,212 shares of iShares Core Dividend Growth ETF worth $333K as of Q2 2026.
  • Legacy Edge Advisors bought 1,911 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $141K.
  • iShares Core Dividend Growth ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #155 holding.
  • Legacy Edge Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 963 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.