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

MCF 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	$63.7M	Sell	840,366 -3,647	-0.4%	-$269K	2.28%	10
2026 Q1	$59.2M	Buy	844,013 +841,609	+35,009%	+$60.3M	2.6%	10
2025 Q4	$167K	Buy	2,404 +686	+40%	+$47.2K	0.01%	340
2025 Q3	$117K	Buy	1,718 +48	+3%	+$3.17K	0.01%	308
2025 Q2	$107K	Buy	1,670 +59	+4%	+$3.6K	0.01%	302
2025 Q1	$99.5K	Buy	1,611 +20	+1%	+$1.25K	0.01%	307
2024 Q4	$97.6K	Buy	1,591 +2	+0.1%	+$126	0.01%	311
2024 Q3	$99.6K	Buy	1,589 +1	+0.1%	+$60	0.01%	300
2024 Q2	$91.5K	Buy	1,588 +14	+0.9%	+$800	0.01%	309
2024 Q1	$91.4K	Sell	1,574 -5	-0.3%	-$278	0.01%	307
2023 Q4	$85K	Buy	1,579 +1	+0.1%	+$51	0.01%	316
2023 Q3	$78.2K	Buy	1,578 +256	+19%	+$13.3K	0.01%	314
2023 Q2	$68.1K	Sell	1,322 -70	-5%	-$3.52K	0.01%	329
2023 Q1	$69.6K	Sell	1,392 -63	-4%	-$3.16K	0.01%	320
2022 Q4	$72.8K	Buy	1,455 +198	+16%	+$9.72K	0.01%	310
2022 Q3	$56K	Buy	1,257 +223	+22%	+$11K	0.01%	325
2022 Q2	$49K	Buy	1,034 +986	+2,054%	+$49.7K	0.01%	322
2022 Q1	$3K	Buy	+48	New	+$2.56K	﹤0.01%	593
2021 Q4	–	Sell	-48	Closed	-$2K	–	200
2021 Q3	$2K	Hold	48	–	–	﹤0.01%	608
2021 Q2	$2K	Buy	48 +1	+2%	+$50	﹤0.01%	530
2021 Q1	$2K	Hold	47	–	–	﹤0.01%	495
2020 Q4	$2K	Hold	47	–	–	﹤0.01%	433
2020 Q3	$2K	Buy	+47	New	+$1.87K	﹤0.01%	434

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

MCF Advisors's DGRO Position: Q2 2026 in Review

MCF Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.43% in Q2 2026, selling an estimated $269K and leaving 840,366 shares worth $63.7M. The position accounts for 2.28% of the portfolio, ranked #10.

MCF Advisors first reported a position in DGRO in Q3 2020 and has held it in 23 quarters since. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

MCF Advisors held 840,366 shares of iShares Core Dividend Growth ETF worth $63.7M as of Q2 2026.
MCF Advisors sold 3,647 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $269K.
iShares Core Dividend Growth ETF made up 2.28% of MCF Advisors's portfolio in Q2 2026, its #10 holding.
MCF Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 23 quarters since.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.