Marshall Financial Group (Maryland)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Marshall Financial Group (Maryland)’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	$538K	Sell	7,099 -464	-6%	-$34.2K	0.08%	208
2026 Q1	$531K	Sell	7,563 -149	-2%	-$10.7K	0.09%	199
2025 Q4	$535K	Sell	7,712 -161	-2%	-$11.1K	0.1%	195
2025 Q3	$536K	Sell	7,873 -893	-10%	-$59K	0.1%	184
2025 Q2	$568K	Sell	8,766 -1,646	-16%	-$100K	0.11%	176
2025 Q1	$643K	Sell	10,412 -51,612	-83%	-$3.23M	0.14%	152
2024 Q4	$3.8M	Buy	62,024 +718	+1%	+$45.3K	0.92%	20
2024 Q3	$3.84M	Sell	61,306 -230	-0.4%	-$13.9K	0.92%	20
2024 Q2	$3.55M	Sell	61,536 -201	-0.3%	-$11.5K	0.99%	20
2024 Q1	$3.58M	Buy	61,737 +4,882	+9%	+$271K	1.03%	16
2023 Q4	$3.06M	Sell	56,855 -371	-0.6%	-$18.8K	0.99%	20
2023 Q3	$2.83M	Sell	57,226 -1,393	-2%	-$72.1K	1.02%	21
2023 Q2	$3.02M	Buy	+58,619	New	+$2.95M	1.03%	20

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

Marshall Financial Group (Maryland)'s DGRO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its iShares Core Dividend Growth ETF (DGRO) stake by 6.1% in Q2 2026, selling an estimated $34.2K and leaving 7,099 shares worth $538K. The position accounts for 0.08% of the portfolio, ranked #208.

Marshall Financial Group (Maryland) first reported a position in DGRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.84M in Q3 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Marshall Financial Group (Maryland) held 7,099 shares of iShares Core Dividend Growth ETF worth $538K as of Q2 2026.
Marshall Financial Group (Maryland) sold 464 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $34.2K.
iShares Core Dividend Growth ETF made up 0.08% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #208 holding.
Marshall Financial Group (Maryland) first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 13 quarters since.
Marshall Financial Group (Maryland)'s iShares Core Dividend Growth ETF position peaked at $3.84M in Q3 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.