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

LongView 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	$1.09M	Sell	14,414 -693	-5%	-$51.1K	0.28%	79
2026 Q1	$1.09M	Buy	15,107 +1,233	+9%	+$88.4K	0.27%	79
2025 Q4	$986K	Buy	13,874 +2,222	+19%	+$153K	0.24%	84
2025 Q3	$793K	Buy	11,652 +4,290	+58%	+$284K	0.21%	94
2025 Q2	$471K	Buy	7,362 +2,177	+42%	+$133K	0.14%	124
2025 Q1	$320K	Buy	5,185 +496	+11%	+$31.1K	0.1%	159
2024 Q4	$288K	Buy	+4,689	New	+$296K	0.09%	166

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

LongView Wealth Management's DGRO Position: Q2 2026 in Review

LongView Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.6% in Q2 2026, selling an estimated $51.1K and leaving 14,414 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #79.

LongView Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

LongView Wealth Management held 14,414 shares of iShares Core Dividend Growth ETF worth $1.09M as of Q2 2026.
LongView Wealth Management sold 693 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $51.1K.
iShares Core Dividend Growth ETF made up 0.28% of LongView Wealth Management's portfolio in Q2 2026, its #79 holding.
LongView Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
LongView Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.09M in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.