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

LexAurum 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 		$6.52M Buy
86,080
+4,632
+6% +$342K 0.75% 34
2026
Q1 		$5.72M Buy
+81,448
New +$5.84M 0.74% 35
2025
Q3 		$5.62M Buy
82,524
+7,162
+10% +$473K 0.8% 32
2025
Q2 		$4.82M Buy
75,362
+8,047
+12% +$491K 0.76% 32
2025
Q1 		$4.16M Buy
67,315
+2,624
+4% +$164K 0.8% 31
2024
Q4 		$3.97M Sell
64,691
-1,661
-3% -$105K 0.79% 33
2024
Q3 		$4.16M Buy
66,352
+1,222
+2% +$73.7K 0.91% 29
2024
Q2 		$3.75M Sell
65,130
-10,062
-13% -$575K 0.92% 29
2024
Q1 		$4.37M Buy
75,192
+1,665
+2% +$92.4K 1.1% 24
2023
Q4 		$3.96M Buy
73,527
+7,093
+11% +$360K 1.04% 24
2023
Q3 		$3.29M Buy
66,434
+8,076
+14% +$418K 0.96% 25
2023
Q2 		$3.01M Buy
58,358
+10,426
+22% +$524K 0.91% 23
2023
Q1 		$2.4M Buy
47,932
+4,409
+10% +$221K 0.8% 27
2022
Q4 		$2.18M Buy
43,523
+287
+0.7% +$14.1K 0.78% 27
2022
Q3 		$1.92M Buy
43,236
+2,256
+6% +$111K 0.74% 30
2022
Q2 		$1.95M Buy
40,980
+11,515
+39% +$581K 0.73% 28
2022
Q1 		$1.57M Buy
29,465
+2,901
+11% +$155K 0.51% 42
2021
Q4 		$1.48M Buy
26,564
+1,594
+6% +$85.1K 0.48% 43
2021
Q3 		$1.25M Buy
24,970
+3,139
+14% +$163K 0.37% 72
2021
Q2 		$1.1M Buy
21,831
+134
+0.6% +$6.72K 0.33% 79
2021
Q1 		$1.05M Buy
21,697
+1,609
+8% +$74.4K 0.36% 69
2020
Q4 		$900K Buy
20,088
+1,082
+6% +$46K 0.32% 74
2020
Q3 		$756K Buy
19,006
+2,944
+18% +$117K 0.31% 73
2020
Q2 		$604K Buy
16,062
+6,073
+61% +$221K 0.33% 70
2020
Q1 		$326K Buy
+9,989
New +$391K 0.23% 97

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

LexAurum Advisors's DGRO Position: Q2 2026 in Review

LexAurum Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.7% in Q2 2026, buying an estimated $342K and bringing the position to 86,080 shares worth $6.52M. The position accounts for 0.75% of the portfolio, ranked #34.

LexAurum Advisors first reported a position in DGRO in Q1 2020 and has held it in 25 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • LexAurum Advisors held 86,080 shares of iShares Core Dividend Growth ETF worth $6.52M as of Q2 2026.
  • LexAurum Advisors bought 4,632 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $342K.
  • iShares Core Dividend Growth ETF made up 0.75% of LexAurum Advisors's portfolio in Q2 2026, its #34 holding.
  • LexAurum Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.