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

Lido 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	$2.69M	Buy	35,482 +7,387	+26%	+$545K	0.01%	699
2026 Q1	$1.97M	Buy	28,095 +6,221	+28%	+$446K	0.01%	710
2025 Q4	$1.5M	Buy	21,874 +3,314	+18%	+$228K	﹤0.01%	824
2025 Q3	$1.26M	Sell	18,560 -510	-3%	-$33.7K	﹤0.01%	846
2025 Q2	$1.22M	Buy	19,070 +502	+3%	+$30.6K	﹤0.01%	765
2025 Q1	$1.15M	Buy	18,568 +286	+2%	+$17.9K	0.01%	719
2024 Q4	$1.12M	Buy	18,282 +6,871	+60%	+$433K	0.01%	720
2024 Q3	$715K	Sell	11,411 -1,074	-9%	-$64.7K	﹤0.01%	832
2024 Q2	$719K	Buy	12,485 +759	+6%	+$43.4K	﹤0.01%	790
2024 Q1	$681K	Sell	11,726 -577	-5%	-$32K	﹤0.01%	788
2023 Q4	$662K	Sell	12,303 -1,119	-8%	-$56.7K	﹤0.01%	757
2023 Q3	$665K	Buy	13,422 +12	+0.1%	+$621	0.01%	665
2023 Q2	$691K	Sell	13,410 -1,744	-12%	-$87.7K	﹤0.01%	640
2023 Q1	$758K	Buy	+15,154	New	+$761K	0.01%	545
2019 Q4	–	Sell	-6,043	Closed	-$237K	–	661
2019 Q3	$237K	Hold	6,043	–	–	0.01%	502
2019 Q2	$230K	Buy	+6,043	New	+$227K	0.01%	479

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

Lido Advisors's DGRO Position: Q2 2026 in Review

Lido Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 26% in Q2 2026, buying an estimated $545K and bringing the position to 35,482 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #699.

Lido Advisors first reported a position in DGRO in Q2 2019 and has held it in 16 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Lido Advisors held 35,482 shares of iShares Core Dividend Growth ETF worth $2.69M as of Q2 2026.
Lido Advisors bought 7,387 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $545K.
iShares Core Dividend Growth ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #699 holding.
Lido Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and has held it in 16 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.