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

LM 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	$355K	Buy	4,684 +4,355	+1,324%	+$321K	0.04%	181
2026 Q1	$4.68K	Buy	329 +4	+1%	+$287	0.07%	132
2025 Q4	$4.68K	Sell	325 -4,359	-93%	-$300K	0.08%	129
2025 Q3	$319K	Hold	4,684	–	–	0.05%	166
2025 Q2	$299K	Hold	4,684	–	–	0.04%	156
2025 Q1	$289K	Hold	4,684	–	–	0.05%	184
2024 Q4	$287K	Buy	4,684 +488	+12%	+$30.8K	0.05%	162
2024 Q3	$263K	Hold	4,196	–	–	0.05%	151
2024 Q2	$242K	Hold	4,196	–	–	0.04%	166
2024 Q1	$244K	Hold	4,196	–	–	0.04%	191
2023 Q4	$226K	Buy	+4,196	New	+$213K	0.05%	185

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

LM Advisors's DGRO Position: Q2 2026 in Review

LM Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 1,324% in Q2 2026, buying an estimated $321K and bringing the position to 4,684 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #181.

LM Advisors first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

LM Advisors held 4,684 shares of iShares Core Dividend Growth ETF worth $355K as of Q2 2026.
LM Advisors bought 4,355 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $321K.
iShares Core Dividend Growth ETF made up 0.04% of LM Advisors's portfolio in Q2 2026, its #181 holding.
LM Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.