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

Mather 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	$48.4K	Sell	638 -186	-23%	-$13.7K	﹤0.01%	1112
2026 Q1	$57.8K	Buy	+824	New	+$59.1K	﹤0.01%	1028
2025 Q4	–	Sell	-245	Closed	-$16.7K	–	896
2025 Q3	$16.7K	Buy	+245	New	+$16.2K	﹤0.01%	1159
2025 Q2	–	Sell	-245	Closed	-$15.1K	–	892
2025 Q1	$15.1K	Hold	245	–	–	﹤0.01%	1156
2024 Q4	$15K	Hold	245	–	–	﹤0.01%	1142
2024 Q3	$15.4K	Hold	245	–	–	﹤0.01%	1110
2024 Q2	$14.2K	Hold	245	–	–	﹤0.01%	1348
2024 Q1	$13.2K	Buy	+245	New	+$13.6K	﹤0.01%	1142

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

Mather Group's DGRO Position: Q2 2026 in Review

Mather Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 23% in Q2 2026, selling an estimated $13.7K and leaving 638 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Mather Group first reported a position in DGRO in Q1 2024 and has held it in 8 quarters since. The position peaked at $57.8K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Mather Group held 638 shares of iShares Core Dividend Growth ETF worth $48.4K as of Q2 2026.
Mather Group sold 186 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $13.7K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1112 holding.
Mather Group first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 8 quarters since.
Mather Group's iShares Core Dividend Growth ETF position peaked at $57.8K in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.