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

Liberty Wealth Management’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	$732K	Hold	10,426	–	–	0.09%	118
2026 Q1	$732K	Buy	10,426 +994	+11%	+$71.3K	0.09%	118
2025 Q4	$649K	Buy	9,432 +221	+2%	+$15.2K	0.08%	118
2025 Q3	$627K	Buy	9,211 +3,782	+70%	+$250K	0.09%	115
2025 Q2	$347K	Buy	5,429 +423	+8%	+$25.8K	0.05%	158
2025 Q1	$309K	Buy	+5,006	New	+$314K	0.06%	117
2021 Q4	–	Sell	-682	Closed	-$34K	–	387
2021 Q3	$34K	Hold	682	–	–	0.01%	502
2021 Q2	$34K	Hold	682	–	–	0.01%	397
2021 Q1	$30K	Hold	682	–	–	0.01%	387
2020 Q4	$30K	Hold	682	–	–	0.01%	384
2020 Q3	$27K	Hold	682	–	–	0.02%	348
2020 Q2	$26K	Hold	682	–	–	0.02%	337
2020 Q1	$22K	Hold	682	–	–	0.02%	343
2019 Q4	$29K	Hold	682	–	–	0.02%	348
2019 Q3	$27K	Buy	+682	New	+$26.3K	0.03%	338

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 Wealth Management's DGRO Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 10,426 shares worth $732K. The position accounts for 0.09% of the portfolio, ranked #118.

Liberty Wealth Management first reported a position in DGRO in Q3 2019 and has held it in 15 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Liberty Wealth Management held 10,426 shares of iShares Core Dividend Growth ETF worth $732K as of Q2 2026.
Liberty Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.09% of Liberty Wealth Management's portfolio in Q2 2026, its #118 holding.
Liberty Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 15 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.