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

Mayflower Financial 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 		$1.64M Sell
21,610
-172
-0.8% -$12.7K 0.14% 133
2026
Q1 		$1.53M Sell
21,782
-92
-0.4% -$6.6K 0.19% 121
2025
Q4 		$1.52M Sell
21,874
-358
-2% -$24.6K 0.18% 118
2025
Q3 		$1.51M Sell
22,232
-1,094
-5% -$72.3K 0.19% 119
2025
Q2 		$1.49M Sell
23,326
-101
-0.4% -$6.16K 0.21% 115
2025
Q1 		$1.45M Buy
23,427
+605
+3% +$37.9K 0.22% 108
2024
Q4 		$1.4M Buy
22,822
+1,378
+6% +$86.9K 0.21% 111
2024
Q3 		$1.34M Buy
21,444
+539
+3% +$32.5K 0.2% 110
2024
Q2 		$1.2M Buy
20,905
+722
+4% +$41.2K 0.2% 106
2024
Q1 		$1.17M Sell
20,183
-379
-2% -$21K 0.2% 114
2023
Q4 		$1.11M Sell
20,562
-17
-0.1% -$862 0.15% 125
2023
Q3 		$1.02M Buy
20,579
+219
+1% +$11.3K 0.15% 124
2023
Q2 		$1.05M Sell
20,360
-125
-0.6% -$6.29K 0.14% 128
2023
Q1 		$1.02M Sell
20,485
-1,101
-5% -$55.3K 0.13% 129
2022
Q4 		$1.08M Buy
21,586
+1,939
+10% +$95.2K 0.15% 118
2022
Q3 		$874K Sell
19,647
-2,259
-10% -$111K 0.14% 114
2022
Q2 		$1.04M Buy
21,906
+802
+4% +$40.4K 0.16% 113
2022
Q1 		$1.13M Buy
21,104
+2,423
+13% +$129K 0.15% 102
2021
Q4 		$1.04M Buy
18,681
+4,856
+35% +$259K 0.14% 107
2021
Q3 		$725K Buy
13,825
+2,092
+18% +$108K 0.1% 143
2021
Q2 		$591K Buy
11,733
+1,007
+9% +$50.5K 0.08% 154
2021
Q1 		$518K Sell
10,726
-368
-3% -$17K 0.08% 157
2020
Q4 		$497K Buy
+11,094
New +$472K 0.09% 149

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mayflower Financial Advisors's DGRO Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.79% in Q2 2026, selling an estimated $12.7K and leaving 21,610 shares worth $1.64M. The position accounts for 0.14% of the portfolio, ranked #133.

Mayflower Financial Advisors first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Mayflower Financial Advisors held 21,610 shares of iShares Core Dividend Growth ETF worth $1.64M as of Q2 2026.
  • Mayflower Financial Advisors sold 172 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $12.7K.
  • iShares Core Dividend Growth ETF made up 0.14% of Mayflower Financial Advisors's portfolio in Q2 2026, its #133 holding.
  • Mayflower Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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