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

LVW 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	$426K	Hold	5,627	–	–	0.04%	265
2026 Q1	$395K	Hold	5,627	–	–	0.04%	261
2025 Q4	$391K	Hold	5,627	–	–	0.04%	236
2025 Q3	$383K	Buy	+5,627	New	+$372K	0.04%	235

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

LVW Advisors's DGRO Position: Q2 2026 in Review

LVW Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 5,627 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #265.

LVW Advisors first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. 664 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

LVW Advisors held 5,627 shares of iShares Core Dividend Growth ETF worth $426K as of Q2 2026.
LVW Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #265 holding.
LVW Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
664 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.