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

Lineweaver Wealth 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 		$8.75M Sell
115,466
-241
-0.2% -$17.8K 1.04% 23
2026
Q1 		$8.12M Sell
115,707
-10,163
-8% -$729K 1.1% 20
2025
Q4 		$8.74M Buy
125,870
+14,573
+13% +$1M 1.18% 20
2025
Q3 		$7.58M Sell
111,297
-1,199
-1% -$79.2K 1.11% 20
2025
Q2 		$7.19M Buy
112,496
+57
+0.1% +$3.48K 1.14% 22
2025
Q1 		$6.95M Sell
112,439
-2,584
-2% -$162K 1.18% 18
2024
Q4 		$7.06M Buy
115,023
+805
+0.7% +$50.8K 1.3% 18
2024
Q3 		$7.16M Sell
114,218
-1,900
-2% -$115K 1.36% 17
2024
Q2 		$6.69M Buy
116,118
+6,579
+6% +$376K 1.39% 17
2024
Q1 		$6.36M Sell
109,539
-1,686
-2% -$93.6K 1.51% 15
2023
Q4 		$5.99M Sell
111,225
-30,563
-22% -$1.55M 1.55% 15
2023
Q3 		$7.02M Sell
141,788
-13,347
-9% -$691K 2.04% 12
2023
Q2 		$7.99M Buy
155,135
+2,497
+2% +$126K 2.28% 12
2023
Q1 		$7.63M Buy
152,638
+4,166
+3% +$209K 2.34% 10
2022
Q4 		$7.42M Buy
148,472
+3,950
+3% +$194K 2.25% 9
2022
Q3 		$6.43M Buy
144,522
+10,666
+8% +$525K 2.09% 11
2022
Q2 		$6.38M Buy
133,856
+7,125
+6% +$359K 2.11% 11
2022
Q1 		$6.77M Buy
126,731
+11,230
+10% +$600K 1.93% 11
2021
Q4 		$6.42M Buy
115,501
+5,944
+5% +$317K 1.85% 12
2021
Q3 		$5.5M Buy
109,557
+5,955
+6% +$308K 1.68% 14
2021
Q2 		$5.22M Sell
103,602
-81
-0.1% -$4.06K 1.71% 15
2021
Q1 		$5M Sell
103,683
-13,056
-11% -$604K 1.78% 15
2020
Q4 		$5.23M Sell
116,739
-704
-0.6% -$29.9K 2.05% 17
2020
Q3 		$4.67M Sell
117,443
-1,329
-1% -$52.8K 2.09% 16
2020
Q2 		$4.46M Buy
118,772
+33,298
+39% +$1.21M 2.27% 15
2020
Q1 		$2.79M Buy
85,474
+171
+0.2% +$6.69K 1.75% 20
2019
Q4 		$3.59M Buy
+85,303
New +$3.45M 2.03% 16

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

Lineweaver Wealth Advisors's DGRO Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.21% in Q2 2026, selling an estimated $17.8K and leaving 115,466 shares worth $8.75M. The position accounts for 1.04% of the portfolio, ranked #23.

Lineweaver Wealth Advisors first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Lineweaver Wealth Advisors held 115,466 shares of iShares Core Dividend Growth ETF worth $8.75M as of Q2 2026.
  • Lineweaver Wealth Advisors sold 241 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Core Dividend Growth ETF made up 1.04% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Lineweaver Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.