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

Meridian Financial’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	$9.39M	Buy	123,859 +478	+0.4%	+$35.3K	4.51%	5
2026 Q1	$8.66M	Buy	123,381 +212	+0.2%	+$15.2K	4.73%	4
2025 Q4	$8.55M	Buy	123,169 +2,463	+2%	+$169K	4.66%	5
2025 Q3	$8.22M	Buy	120,706 +2,682	+2%	+$177K	4.63%	5
2025 Q2	$7.55M	Buy	118,024 +3,451	+3%	+$210K	4.88%	4
2025 Q1	$7.08M	Sell	114,573 -859	-0.7%	-$53.8K	4.97%	5
2024 Q4	$7.08M	Buy	115,432 +2,481	+2%	+$157K	4.89%	6
2024 Q3	$7.08M	Buy	112,951 +4,401	+4%	+$265K	4.73%	6
2024 Q2	$6.25M	Buy	108,550 +9,543	+10%	+$545K	4.53%	6
2024 Q1	$5.75M	Buy	99,007 +4,988	+5%	+$277K	4.29%	6
2023 Q4	$5.06M	Buy	94,019 +3,944	+4%	+$200K	3.98%	7
2023 Q3	$4.46M	Buy	90,075 +1,402	+2%	+$72.6K	4.16%	7
2023 Q2	$4.57M	Buy	88,673 +168	+0.2%	+$8.45K	4.12%	7
2023 Q1	$4.42M	Buy	88,505 +1,246	+1%	+$62.6K	4.3%	6
2022 Q4	$4.36M	Buy	87,259 +1,474	+2%	+$72.4K	4.59%	6
2022 Q3	$3.81M	Buy	85,785 +2,594	+3%	+$128K	4.43%	6
2022 Q2	$3.96M	Buy	83,191 +2,092	+3%	+$105K	4.46%	6
2022 Q1	$4.33M	Buy	81,099 +1,678	+2%	+$89.6K	4.49%	6
2021 Q4	$4.41M	Buy	+79,421	New	+$4.24M	4.12%	6

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Meridian Financial's DGRO Position: Q2 2026 in Review

Meridian Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.39% in Q2 2026, buying an estimated $35.3K and bringing the position to 123,859 shares worth $9.39M. The position accounts for 4.51% of the portfolio, ranked #5.

Meridian Financial first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Meridian Financial held 123,859 shares of iShares Core Dividend Growth ETF worth $9.39M as of Q2 2026.
Meridian Financial bought 478 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $35.3K.
iShares Core Dividend Growth ETF made up 4.51% of Meridian Financial's portfolio in Q2 2026, its #5 holding.
Meridian Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.