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

Meridian Wealth Management’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	$14.8M	Buy	195,870 +2,792	+1%	+$206K	0.46%	42
2026 Q1	$13.6M	Buy	193,078 +4,285	+2%	+$307K	0.48%	46
2025 Q4	$13.1M	Sell	188,793 -47	-0%	-$3.23K	0.46%	45
2025 Q3	$12.9M	Sell	188,840 -138	-0.1%	-$9.12K	0.49%	43
2025 Q2	$12.1M	Buy	188,978 +1,582	+0.8%	+$96.5K	0.52%	38
2025 Q1	$11.6M	Buy	187,396 +1,562	+0.8%	+$97.9K	0.56%	37
2024 Q4	$11.4M	Buy	185,834 +2,596	+1%	+$164K	0.54%	36
2024 Q3	$11.5M	Buy	183,238 +20,156	+12%	+$1.22M	0.56%	35
2024 Q2	$9.4M	Buy	+163,082	New	+$9.32M	1.12%	18
2024 Q1	–	Sell	-155,856	Closed	-$8.39M	–	266
2023 Q4	$8.39M	Buy	155,856 +59,377	+62%	+$3.01M	0.54%	38
2023 Q3	$4.78M	Buy	96,479 +3,654	+4%	+$189K	0.29%	69
2023 Q2	$4.78M	Sell	92,825 -4,277	-4%	-$215K	0.4%	47
2023 Q1	$4.85M	Sell	97,102 -7,106	-7%	-$357K	0.42%	47
2022 Q4	$5.21M	Buy	104,208 +3,705	+4%	+$182K	0.51%	33
2022 Q3	$4.47M	Buy	100,503 +5,167	+5%	+$254K	0.48%	41
2022 Q2	$4.54M	Buy	95,336 +12,407	+15%	+$626K	0.37%	65
2022 Q1	$4.43M	Buy	82,929 +4,576	+6%	+$244K	0.48%	35
2021 Q4	$4.36M	Buy	78,353 +43,224	+123%	+$2.31M	0.47%	41
2021 Q3	$1.76M	Buy	35,129 +12,532	+55%	+$649K	0.22%	94
2021 Q2	$1.14M	Buy	22,597 +1,492	+7%	+$74.9K	0.15%	137
2021 Q1	$1.02M	Buy	21,105 +5,129	+32%	+$237K	0.15%	135
2020 Q4	$716K	Buy	15,976 +10,386	+186%	+$442K	0.11%	149
2020 Q3	$222K	Buy	+5,590	New	+$222K	0.05%	223

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

Meridian Wealth Management's DGRO Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.4% in Q2 2026, buying an estimated $206K and bringing the position to 195,870 shares worth $14.8M. The position accounts for 0.46% of the portfolio, ranked #42.

Meridian Wealth Management first reported a position in DGRO in Q3 2020 and has held it in 23 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Meridian Wealth Management held 195,870 shares of iShares Core Dividend Growth ETF worth $14.8M as of Q2 2026.
Meridian Wealth Management bought 2,792 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $206K.
iShares Core Dividend Growth ETF made up 0.46% of Meridian Wealth Management's portfolio in Q2 2026, its #42 holding.
Meridian Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 23 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.