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

Medallion Wealth 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	$114K	Buy	2,082 +1,485	+249%	+$110K	0.04%	334
2026 Q1	$41.9K	Hold	597	–	–	0.01%	505
2025 Q4	$41.4K	Sell	597 -10	-2%	-$688	0.01%	499
2025 Q3	$41.3K	Buy	607 +200	+49%	+$13.2K	0.01%	496
2025 Q2	$26.4K	Sell	407 -1,000	-71%	-$61K	0.01%	571
2025 Q1	$86.7K	Hold	1,407	–	–	0.04%	332
2024 Q4	$86.3K	Buy	+1,407	New	+$88.8K	0.04%	327

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

Medallion Wealth Advisors's DGRO Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 249% in Q2 2026, buying an estimated $110K and bringing the position to 2,082 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #334.

Medallion Wealth Advisors first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Medallion Wealth Advisors held 2,082 shares of iShares Core Dividend Growth ETF worth $114K as of Q2 2026.
Medallion Wealth Advisors bought 1,485 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $110K.
iShares Core Dividend Growth ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #334 holding.
Medallion Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.