Michels Family Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Michels Family Financial’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	$645K	Sell	8,517 -562	-6%	-$41.5K	0.41%	77
2026 Q1	$637K	Sell	9,079 -81	-0.9%	-$5.81K	0.46%	71
2025 Q4	$636K	Sell	9,160 -97	-1%	-$6.67K	0.47%	69
2025 Q3	$630K	Sell	9,257 -52	-0.6%	-$3.44K	0.49%	65
2025 Q2	$595K	Sell	9,309 -84	-0.9%	-$5.12K	0.51%	68
2025 Q1	$580K	Sell	9,393 -154	-2%	-$9.65K	0.52%	64
2024 Q4	$586K	Buy	+9,547	New	+$602K	0.54%	65

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 22.9% 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

Michels Family Financial's DGRO Position: Q2 2026 in Review

Michels Family Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 6.2% in Q2 2026, selling an estimated $41.5K and leaving 8,517 shares worth $645K. The position accounts for 0.41% of the portfolio, ranked #77.

Michels Family Financial first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Michels Family Financial held 8,517 shares of iShares Core Dividend Growth ETF worth $645K as of Q2 2026.
Michels Family Financial sold 562 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $41.5K.
iShares Core Dividend Growth ETF made up 0.41% of Michels Family Financial's portfolio in Q2 2026, its #77 holding.
Michels Family Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.