M3 Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

M3 Advisory Group’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	–	Sell	-3,631	Closed	-$255K	–	158
2026 Q1	$255K	Hold	3,631	–	–	0.16%	116
2025 Q4	$252K	Hold	3,631	–	–	0.15%	113
2025 Q3	$247K	Hold	3,631	–	–	0.15%	117
2025 Q2	$232K	Sell	3,631 -989	-21%	-$60.3K	0.16%	119
2025 Q1	$285K	Sell	4,620 -1,836	-28%	-$115K	0.23%	97
2024 Q4	$396K	Sell	6,456 -352	-5%	-$22.2K	0.28%	77
2024 Q3	$427K	Sell	6,808 -5,754	-46%	-$347K	0.31%	74
2024 Q2	$724K	Buy	12,562 +316	+3%	+$18.1K	0.6%	36
2024 Q1	$711K	Buy	+12,246	New	+$680K	0.64%	33

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

M3 Advisory Group's DGRO Position: Q2 2026 in Review

M3 Advisory Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,631 shares — an estimated $255K sold.

M3 Advisory Group first reported a position in DGRO in Q1 2024 and held it in 9 quarters. The position peaked at $724K in Q2 2024. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

M3 Advisory Group reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
M3 Advisory Group sold 3,631 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $255K.
M3 Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and held it in 9 quarters.
M3 Advisory Group's iShares Core Dividend Growth ETF position peaked at $724K in Q2 2024.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.