MFG
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Magnus Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Magnus Financial 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 		$1.23M Buy
16,252
+377
+2% +$27.8K 0.09% 141
2026
Q1 		$1.11M Sell
15,875
-1,683
-10% -$121K 0.09% 144
2025
Q4 		$1.22M Sell
17,558
-2,086
-11% -$143K 0.09% 147
2025
Q3 		$1.34M Sell
19,644
-11,897
-38% -$786K 0.11% 144
2025
Q2 		$2.02M Buy
31,541
+17,661
+127% +$1.08M 0.18% 102
2025
Q1 		$858K Sell
13,880
-5,036
-27% -$316K 0.08% 166
2024
Q4 		$1.16M Sell
18,916
-2,495
-12% -$157K 0.11% 138
2024
Q3 		$1.34M Buy
21,411
+9,272
+76% +$559K 0.14% 116
2024
Q2 		$699K Buy
12,139
+1,327
+12% +$75.8K 0.08% 163
2024
Q1 		$628K Buy
10,812
+707
+7% +$39.3K 0.07% 167
2023
Q4 		$544K Sell
10,105
-10,350
-51% -$525K 0.07% 167
2023
Q3 		$1.01M Sell
20,455
-2,684
-12% -$139K 0.15% 109
2023
Q2 		$1.19M Sell
23,139
-961
-4% -$48.3K 0.17% 97
2023
Q1 		$1.2M Sell
24,100
-913
-4% -$45.8K 0.18% 94
2022
Q4 		$1.25M Buy
25,013
+1,967
+9% +$96.6K 0.2% 86
2022
Q3 		$1.02M Buy
23,046
+8,551
+59% +$421K 0.2% 92
2022
Q2 		$691K Buy
14,495
+2,570
+22% +$130K 0.13% 128
2022
Q1 		$637K Buy
11,925
+5,799
+95% +$310K 0.11% 139
2021
Q4 		$340K Buy
6,126
+174
+3% +$9.29K 0.06% 177
2021
Q3 		$299K Sell
5,952
-63
-1% -$3.26K 0.06% 186
2021
Q2 		$303K Buy
6,015
+11
+0.2% +$552 0.07% 184
2021
Q1 		$290K Hold
6,004
– – 0.07% 177
2020
Q4 		$269K Buy
6,004
+6
+0.1% +$255 0.03% 232
2020
Q3 		$239K Buy
5,998
+7
+0.1% +$278 0.03% 230
2020
Q2 		$225K Sell
5,991
-6,114
-51% -$222K 0.03% 521
2020
Q1 		$395K Sell
12,105
-1,068
-8% -$41.8K 0.05% 191
2019
Q4 		$554K Buy
13,173
+5,034
+62% +$204K 0.08% 119
2019
Q3 		$319K Hold
8,139
– – 0.06% 232
2019
Q2 		$311K Buy
+8,139
New +$305K 0.06% 232

Other funds holding DGRO

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Magnus Financial Group's DGRO Position: Q2 2026 in Review

Magnus Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.4% in Q2 2026, buying an estimated $27.8K and bringing the position to 16,252 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #141.

Magnus Financial Group first reported a position in DGRO in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.02M in Q2 2025. 420 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Magnus Financial Group held 16,252 shares of iShares Core Dividend Growth ETF worth $1.23M as of Q2 2026.
  • Magnus Financial Group bought 377 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $27.8K.
  • iShares Core Dividend Growth ETF made up 0.09% of Magnus Financial Group's portfolio in Q2 2026, its #141 holding.
  • Magnus Financial Group first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • Magnus Financial Group's iShares Core Dividend Growth ETF position peaked at $2.02M in Q2 2025.
  • 420 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.