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

Merkkuri Wealth Advisors’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	$464K	Sell	6,122 -1,933	-24%	-$143K	0.29%	57
2026 Q1	$565K	Sell	8,055 -22	-0.3%	-$1.58K	0.37%	52
2025 Q4	$561K	Sell	8,077 -4,007	-33%	-$276K	0.38%	54
2025 Q3	$823K	Sell	12,084 -14,232	-54%	-$941K	0.6%	43
2025 Q2	$1.68M	Sell	26,316 -1,711	-6%	-$104K	1.28%	25
2025 Q1	$1.73M	Sell	28,027 -317	-1%	-$19.9K	1.48%	20
2024 Q4	$1.74M	Sell	28,344 -13	-0%	-$820	1.38%	22
2024 Q3	$1.78M	Buy	28,357 +1,153	+4%	+$69.5K	1.4%	21
2024 Q2	$1.57M	Buy	+27,204	New	+$1.55M	1.44%	19

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

Merkkuri Wealth Advisors's DGRO Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 24% in Q2 2026, selling an estimated $143K and leaving 6,122 shares worth $464K. The position accounts for 0.29% of the portfolio, ranked #57.

Merkkuri Wealth Advisors first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q3 2024. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Merkkuri Wealth Advisors held 6,122 shares of iShares Core Dividend Growth ETF worth $464K as of Q2 2026.
Merkkuri Wealth Advisors sold 1,933 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $143K.
iShares Core Dividend Growth ETF made up 0.29% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Merkkuri Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $1.78M in Q3 2024.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.