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

Legacy Financial Strategies’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 		$31.7M Buy
418,414
+4,047
+1% +$299K 4.91% 7
2026
Q1 		$29.1M Sell
414,367
-11,917
-3% -$854K 5.25% 7
2025
Q4 		$29.6M Sell
426,284
-168,232
-28% -$11.6M 5.24% 7
2025
Q3 		$40.5M Buy
594,516
+21,062
+4% +$1.39M 7.31% 4
2025
Q2 		$36.7M Buy
573,454
+17,697
+3% +$1.08M 7.19% 4
2025
Q1 		$34.3M Buy
555,757
+11,412
+2% +$715K 7.49% 4
2024
Q4 		$33.3M Buy
544,345
+8,420
+2% +$531K 7.16% 4
2024
Q3 		$33.6M Buy
535,925
+22,183
+4% +$1.34M 7.41% 4
2024
Q2 		$29.6M Buy
513,742
+29,725
+6% +$1.7M 7.12% 5
2024
Q1 		$28.1M Buy
484,017
+8,168
+2% +$453K 7.24% 5
2023
Q4 		$25.6M Buy
475,849
+13,001
+3% +$659K 7.3% 5
2023
Q3 		$23M Buy
462,848
+39,189
+9% +$2.03M 7.38% 5
2023
Q2 		$21.8M Buy
423,659
+23,058
+6% +$1.16M 7.3% 4
2023
Q1 		$20M Buy
400,601
+10,175
+3% +$511K 7.43% 4
2022
Q4 		$19.5M Buy
390,426
+12,361
+3% +$607K 8.07% 4
2022
Q3 		$16.8M Buy
378,065
+189,981
+101% +$9.35M 7.82% 4
2022
Q2 		$8.96M Buy
188,084
+312
+0.2% +$15.7K 4.42% 7
2022
Q1 		$10M Buy
187,772
+6,108
+3% +$326K 4.28% 7
2021
Q4 		$10.1M Sell
181,664
-420
-0.2% -$22.4K 4.36% 7
2021
Q3 		$9.15M Buy
182,084
+4,359
+2% +$226K 4.3% 8
2021
Q2 		$8.95M Buy
177,725
+10,315
+6% +$518K 4.29% 8
2021
Q1 		$8.08M Buy
167,410
+31,958
+24% +$1.48M 4.27% 8
2020
Q4 		$6.07M Buy
135,452
+727
+0.5% +$30.9K 3.1% 9
2020
Q3 		$5.36M Buy
+134,725
New +$5.35M 3.09% 9

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 Strategies's DGRO Position: Q2 2026 in Review

Legacy Financial Strategies increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.98% in Q2 2026, buying an estimated $299K and bringing the position to 418,414 shares worth $31.7M. The position accounts for 4.91% of the portfolio, ranked #7.

Legacy Financial Strategies first reported a position in DGRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $40.5M in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Legacy Financial Strategies held 418,414 shares of iShares Core Dividend Growth ETF worth $31.7M as of Q2 2026.
  • Legacy Financial Strategies bought 4,047 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $299K.
  • iShares Core Dividend Growth ETF made up 4.91% of Legacy Financial Strategies's portfolio in Q2 2026, its #7 holding.
  • Legacy Financial Strategies first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Legacy Financial Strategies's iShares Core Dividend Growth ETF position peaked at $40.5M in Q3 2025.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.