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

MFA Wealth Services’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	$2.9M	Sell	38,287 -116	-0.3%	-$8.56K	1.73%	11
2026 Q1	$2.7M	Sell	38,403 -1,733	-4%	-$124K	1.78%	11
2025 Q4	$2.79M	Sell	40,136 -1,098	-3%	-$75.5K	1.88%	11
2025 Q3	$2.81M	Sell	41,234 -827	-2%	-$54.7K	1.94%	11
2025 Q2	$2.69M	Buy	42,061 +858	+2%	+$52.3K	2.02%	10
2025 Q1	$2.55M	Sell	41,203 -1,454	-3%	-$91.1K	2.09%	9
2024 Q4	$2.62M	Buy	+42,657	New	+$2.69M	2.1%	9

Other funds holding DGRO

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

MFA Wealth Services's DGRO Position: Q2 2026 in Review

MFA Wealth Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.3% in Q2 2026, selling an estimated $8.56K and leaving 38,287 shares worth $2.9M. The position accounts for 1.73% of the portfolio, ranked #11.

MFA Wealth Services first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

MFA Wealth Services held 38,287 shares of iShares Core Dividend Growth ETF worth $2.9M as of Q2 2026.
MFA Wealth Services sold 116 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $8.56K.
iShares Core Dividend Growth ETF made up 1.73% of MFA Wealth Services's portfolio in Q2 2026, its #11 holding.
MFA Wealth Services first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.