Legacy Financial Group (Iowa)
DGRO icon

Legacy Financial Group (Iowa)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Legacy Financial Group (Iowa)’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 		$240K Hold
3,161
– – 0.03% 119
2026
Q1 		$222K Hold
3,161
– – 0.03% 114
2025
Q4 		$231K Hold
3,161
– – 0.03% 115
2025
Q3 		$215K Buy
+3,161
New +$209K 0.03% 112
2023
Q4 		– Sell
-1,310
Closed -$64.9K – 147
2023
Q3 		$64.9K Buy
+1,310
New +$67.8K 0.02% 162

Other funds holding DGRO

LPL Financial
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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 Group (Iowa)'s DGRO Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 3,161 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #119.

Legacy Financial Group (Iowa) first reported a position in DGRO in Q3 2023 and has held it in 5 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Legacy Financial Group (Iowa) held 3,161 shares of iShares Core Dividend Growth ETF worth $240K as of Q2 2026.
  • Legacy Financial Group (Iowa) left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #119 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.