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

Merited Wealth’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 		$371K Sell
4,897
-6,322
-56% -$466K 0.26% 59
2026
Q1 		$787K Buy
11,219
+1,215
+12% +$87.1K 0.65% 41
2025
Q4 		$694K Buy
+10,004
New +$688K 0.64% 40

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

Merited Wealth's DGRO Position: Q2 2026 in Review

Merited Wealth reduced its iShares Core Dividend Growth ETF (DGRO) stake by 56% in Q2 2026, selling an estimated $466K and leaving 4,897 shares worth $371K. The position accounts for 0.26% of the portfolio, ranked #59.

Merited Wealth first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $787K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Merited Wealth held 4,897 shares of iShares Core Dividend Growth ETF worth $371K as of Q2 2026.
  • Merited Wealth sold 6,322 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $466K.
  • iShares Core Dividend Growth ETF made up 0.26% of Merited Wealth's portfolio in Q2 2026, its #59 holding.
  • Merited Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Merited Wealth's iShares Core Dividend Growth ETF position peaked at $787K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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