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

Legacy Financial 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 		$10.7M Sell
141,800
-4,007
-3% -$296K 1.31% 19
2026
Q1 		$10.2M Sell
145,807
-23,616
-14% -$1.69M 1.43% 15
2025
Q4 		$11.8M Sell
169,423
-5,872
-3% -$404K 1.63% 12
2025
Q3 		$11.9M Sell
175,295
-8,513
-5% -$563K 1.64% 12
2025
Q2 		$11.8M Sell
183,808
-3,286
-2% -$200K 1.84% 14
2025
Q1 		$11.6M Sell
187,094
-6,690
-3% -$419K 1.93% 13
2024
Q4 		$11.9M Sell
193,784
-4,452
-2% -$281K 1.97% 14
2024
Q3 		$12.4M Sell
198,236
-1,869
-0.9% -$113K 2.09% 12
2024
Q2 		$11.5M Sell
200,105
-4,243
-2% -$242K 2.05% 14
2024
Q1 		$11.9M Sell
204,348
-11,716
-5% -$650K 2.13% 14
2023
Q4 		$11.6M Sell
216,064
-10,510
-5% -$533K 2.23% 11
2023
Q3 		$11.2M Sell
226,574
-6,933
-3% -$359K 2.25% 13
2023
Q2 		$12M Sell
233,507
-497,675
-68% -$25M 2.25% 12
2023
Q1 		$36.6M Sell
731,182
-69,223
-9% -$3.48M 7.47% 3
2022
Q4 		$40M Sell
800,405
-4,668
-0.6% -$229K 8.62% 3
2022
Q3 		$35.8M Sell
805,073
-143,619
-15% -$7.07M 8.56% 4
2022
Q2 		$45.2M Sell
948,692
-12,713
-1% -$641K 11.24% 3
2022
Q1 		$51.3M Buy
961,405
+17,437
+2% +$931K 11.55% 3
2021
Q4 		$52.5M Buy
943,968
+74,637
+9% +$3.98M 12.04% 3
2021
Q3 		$43.7M Buy
869,331
+7,770
+0.9% +$402K 10.71% 3
2021
Q2 		$43.4M Buy
861,561
+9,659
+1% +$485K 10.99% 3
2021
Q1 		$41.1M Buy
851,902
+59,300
+7% +$2.74M 11.27% 3
2020
Q4 		$35.5M Buy
792,602
+365,955
+86% +$15.6M 10.04% 3
2020
Q3 		$17M Sell
426,647
-2,912
-0.7% -$116K 5.18% 4
2020
Q2 		$16.2M Buy
429,559
+144,487
+51% +$5.25M 5.8% 4
2020
Q1 		$10.4M Buy
285,072
+106,682
+60% +$4.17M 3.84% 6
2019
Q4 		$7.5M Sell
178,390
-8,363
-4% -$338K 2.37% 6
2019
Q3 		$7.31M Buy
186,753
+9,680
+5% +$373K 2.43% 6
2019
Q2 		$6.76M Buy
177,073
+5,482
+3% +$205K 2.39% 6
2019
Q1 		$6.31M Buy
171,591
+16,431
+11% +$584K 2.14% 6
2018
Q4 		$5.15M Buy
155,160
+10,841
+8% +$381K 1.99% 6
2018
Q3 		$5.35M Buy
144,319
+4,646
+3% +$169K 1.94% 6
2018
Q2 		$4.91M Buy
139,673
+16,698
+14% +$575K 1.86% 6
2018
Q1 		$4.19M Buy
122,975
+13,592
+12% +$480K 1.66% 6
2017
Q4 		$3.8M Buy
+109,383
New +$3.69M 1.56% 6

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Legacy Financial Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.7% in Q2 2026, selling an estimated $296K and leaving 141,800 shares worth $10.7M. The position accounts for 1.31% of the portfolio, ranked #19.

Legacy Financial Advisors first reported a position in DGRO in Q4 2017 and has held it in 35 quarters since. The position peaked at $52.5M in Q4 2021. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Legacy Financial Advisors held 141,800 shares of iShares Core Dividend Growth ETF worth $10.7M as of Q2 2026.
  • Legacy Financial Advisors sold 4,007 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $296K.
  • iShares Core Dividend Growth ETF made up 1.31% of Legacy Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Legacy Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Legacy Financial Advisors's iShares Core Dividend Growth ETF position peaked at $52.5M in Q4 2021.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.