MFG
DGRO icon

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

Merit Financial 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 		$5.48M Sell
72,364
-11,791
-14% -$870K 0.03% 402
2026
Q1 		$5.91M Sell
84,155
-15,966
-16% -$1.14M 0.04% 348
2025
Q4 		$6.95M Sell
100,121
-18,020
-15% -$1.24M 0.06% 268
2025
Q3 		$8.04M Sell
118,141
-1,352
-1% -$89.3K 0.07% 203
2025
Q2 		$7.64M Buy
119,493
+20,955
+21% +$1.28M 0.09% 182
2025
Q1 		$6.09M Buy
98,538
+127
+0.1% +$7.96K 0.09% 182
2024
Q4 		$6.04M Sell
98,411
-16,443
-14% -$1.04M 0.11% 160
2024
Q3 		$7.2M Buy
114,854
+17,293
+18% +$1.04M 0.16% 114
2024
Q2 		$5.62M Buy
97,561
+604
+0.6% +$34.5K 0.12% 128
2024
Q1 		$5.48M Buy
96,957
+2,949
+3% +$164K 0.13% 131
2023
Q4 		$5.06M Buy
94,008
+3,775
+4% +$191K 0.15% 96
2023
Q3 		$4.47M Buy
90,233
+5,715
+7% +$296K 0.15% 112
2023
Q2 		$4.36M Buy
84,518
+2,693
+3% +$135K 0.14% 112
2023
Q1 		$4.09M Buy
81,825
+496
+0.6% +$24.9K 0.15% 104
2022
Q4 		$4.07M Buy
81,329
+510
+0.6% +$25K 0.15% 103
2022
Q3 		$3.59M Buy
80,819
+1,738
+2% +$85.5K 0.16% 87
2022
Q2 		$3.77M Buy
79,081
+4,410
+6% +$222K 0.12% 114
2022
Q1 		$3.99M Buy
74,671
+8,174
+12% +$436K 0.24% 66
2021
Q4 		$3.7M Buy
66,497
+276
+0.4% +$14.7K 0.36% 32
2021
Q3 		$3.33M Buy
66,221
+951
+1% +$49.3K 0.35% 32
2021
Q2 		$3.29M Buy
65,270
+1,824
+3% +$91.5K 0.31% 34
2021
Q1 		$3.06M Buy
63,446
+13,574
+27% +$627K 0.32% 32
2020
Q4 		$2.23M Buy
49,872
+770
+2% +$32.7K 0.22% 40
2020
Q3 		$1.95M Buy
49,102
+864
+2% +$34.3K 0.18% 42
2020
Q2 		$1.81M Buy
48,238
+452
+0.9% +$16.4K 0.18% 44
2020
Q1 		$1.56M Buy
47,786
+1,077
+2% +$42.1K 0.17% 47
2019
Q4 		$1.97M Buy
+46,709
New +$1.89M 0.17% 42

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

Merit Financial Group's DGRO Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 14% in Q2 2026, selling an estimated $870K and leaving 72,364 shares worth $5.48M. The position accounts for 0.03% of the portfolio, ranked #402.

Merit Financial Group first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.04M in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Merit Financial Group held 72,364 shares of iShares Core Dividend Growth ETF worth $5.48M as of Q2 2026.
  • Merit Financial Group sold 11,791 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $870K.
  • iShares Core Dividend Growth ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #402 holding.
  • Merit Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's iShares Core Dividend Growth ETF position peaked at $8.04M in Q3 2025.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.