Liberty Square Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Liberty Square Wealth Partners’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	$296K	Hold	3,899	–	–	0.07%	110
2026 Q1	$274K	Hold	3,899	–	–	0.08%	114
2025 Q4	$271K	Hold	3,899	–	–	0.08%	116
2025 Q3	$265K	Hold	3,899	–	–	0.08%	124
2025 Q2	$249K	Hold	3,899	–	–	0.09%	124
2025 Q1	$241K	Hold	3,899	–	–	0.09%	126
2024 Q4	$249K	Buy	+3,899	New	+$246K	0.09%	129

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Liberty Square Wealth Partners's DGRO Position: Q2 2026 in Review

Liberty Square Wealth Partners held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 3,899 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #110.

Liberty Square Wealth Partners first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Liberty Square Wealth Partners held 3,899 shares of iShares Core Dividend Growth ETF worth $296K as of Q2 2026.
Liberty Square Wealth Partners left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.07% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #110 holding.
Liberty Square Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.