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Meridian Financial Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Meridian Financial Partners’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 		$24.6M Sell
317,378
-3,490
-1% -$257K 8.4% 3
2026
Q1 		$22.6M Sell
320,868
-50,302
-14% -$3.61M 8.6% 3
2025
Q4 		$26.4M Sell
371,170
-4,816
-1% -$331K 10.46% 2
2025
Q3 		$25.8M Buy
375,986
+6,169
+2% +$408K 10.7% 2
2025
Q2 		$23.6M Buy
369,817
+13,357
+4% +$814K 11.11% 2
2025
Q1 		$22M Buy
356,460
+6,997
+2% +$438K 11.17% 2
2024
Q4 		$21.4M Buy
349,463
+26,627
+8% +$1.68M 11.32% 2
2024
Q3 		$20.2M Buy
322,836
+9,792
+3% +$590K 10.23% 2
2024
Q2 		$18.7M Buy
313,044
+15,721
+5% +$898K 11.11% 2
2024
Q1 		$16.4M Buy
297,323
+8,993
+3% +$499K 21.11% 1
2023
Q4 		$15.5M Buy
288,330
+3,443
+1% +$175K 15.85% 1
2023
Q3 		$14M Buy
284,887
+9,718
+4% +$503K 14.31% 1
2023
Q2 		$14.5M Sell
275,169
-14,618
-5% -$735K 8.74% 2
2023
Q1 		$14.8M Buy
289,787
+19,538
+7% +$981K 16.75% 1
2022
Q4 		$13.5M Buy
270,249
+24,186
+10% +$1.19M 15.13% 1
2022
Q3 		$11.1M Buy
246,063
+36,230
+17% +$1.78M 15.7% 2
2022
Q2 		$10.5M Buy
209,833
+119,187
+131% +$6.01M 7.1% 3
2022
Q1 		$4.84M Buy
90,646
+26,149
+41% +$1.4M 7.22% 3
2021
Q4 		$3.48M Buy
64,497
+12,901
+25% +$688K 2.36% 12
2021
Q3 		$2.63M Buy
51,596
+3,578
+7% +$185K 1.76% 13
2021
Q2 		$2.44M Buy
48,018
+13,547
+39% +$680K 1.67% 14
2021
Q1 		$1.72M Buy
+34,471
New +$1.59M 1.29% 14

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

Meridian Financial Partners's DGRO Position: Q2 2026 in Review

Meridian Financial Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q2 2026, selling an estimated $257K and leaving 317,378 shares worth $24.6M. The position accounts for 8.4% of the portfolio, ranked #3.

Meridian Financial Partners first reported a position in DGRO in Q1 2021 and has held it in 22 quarters since. The position peaked at $26.4M in Q4 2025. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Meridian Financial Partners held 317,378 shares of iShares Core Dividend Growth ETF worth $24.6M as of Q2 2026.
  • Meridian Financial Partners sold 3,490 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $257K.
  • iShares Core Dividend Growth ETF made up 8.4% of Meridian Financial Partners's portfolio in Q2 2026, its #3 holding.
  • Meridian Financial Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Meridian Financial Partners's iShares Core Dividend Growth ETF position peaked at $26.4M in Q4 2025.
  • 1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.