Measured Wealth Private Client Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Measured Wealth Private Client 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	$4.39M	Hold	57,981	–	–	1.06%	25
2026 Q1	$4.07M	Hold	57,981	–	–	1.11%	19
2025 Q4	$4.03M	Hold	57,981	–	–	1.06%	20
2025 Q3	$3.95M	Hold	57,981	–	–	1.06%	20
2025 Q2	$3.71M	Buy	57,981 +6,909	+14%	+$421K	1.11%	22
2025 Q1	$3.16M	Hold	51,072	–	–	1.01%	22
2024 Q4	$3.13M	Sell	51,072 -3,711	-7%	-$234K	1.01%	19
2024 Q3	$3.43M	Sell	54,783 -980	-2%	-$59.1K	1.15%	18
2024 Q2	$3.21M	Hold	55,763	–	–	1.13%	16
2024 Q1	$3.24M	Hold	55,763	–	–	1.13%	16
2023 Q4	$3M	Hold	55,763	–	–	1.11%	16
2023 Q3	$2.76M	Hold	55,763	–	–	1.11%	16
2023 Q2	$2.87M	Hold	55,763	–	–	1.09%	16
2023 Q1	$2.79M	Hold	55,763	–	–	1.07%	17
2022 Q4	$2.79M	Hold	55,763	–	–	1.15%	17
2022 Q3	$2.48M	Sell	55,763 -4,193	-7%	-$206K	1.1%	19
2022 Q2	$2.86M	Hold	59,956	–	–	1.26%	16
2022 Q1	$3.2M	Sell	59,956 -25,625	-30%	-$1.37M	1.18%	16
2021 Q4	$4.76M	Hold	85,581	–	–	1.68%	11
2021 Q3	$4.3M	Sell	85,581 -23,129	-21%	-$1.2M	1.66%	11
2021 Q2	$5.47M	Sell	108,710 -743	-0.7%	-$37.3K	1.74%	9
2021 Q1	$5.28M	Buy	109,453 +1,639	+2%	+$75.8K	1.87%	9
2020 Q4	$4.83M	Buy	107,814 +3,812	+4%	+$162K	2.01%	10
2020 Q3	$4.14M	Buy	+104,002	New	+$4.13M	2%	9

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

Measured Wealth Private Client Group's DGRO Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 57,981 shares worth $4.39M. The position accounts for 1.06% of the portfolio, ranked #25.

Measured Wealth Private Client Group first reported a position in DGRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.47M in Q2 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Measured Wealth Private Client Group held 57,981 shares of iShares Core Dividend Growth ETF worth $4.39M as of Q2 2026.
Measured Wealth Private Client Group left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 1.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #25 holding.
Measured Wealth Private Client Group first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 24 quarters since.
Measured Wealth Private Client Group's iShares Core Dividend Growth ETF position peaked at $5.47M in Q2 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.