Milestone Asset Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Milestone Asset Management 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	$4.3M	Buy	56,780 +190	+0.3%	+$14K	2.17%	13
2026 Q1	$3.97M	Sell	56,590 -2,437	-4%	-$175K	2.32%	12
2025 Q4	$4.1M	Buy	59,027 +6,527	+12%	+$449K	2.31%	15
2025 Q3	$3.57M	Buy	52,500 +282	+0.5%	+$18.6K	2.25%	13
2025 Q2	$3.34M	Buy	52,218 +3,119	+6%	+$190K	2.47%	11
2025 Q1	$3.03M	Buy	49,099 +571	+1%	+$35.8K	2.74%	9
2024 Q4	$2.98M	Buy	+48,528	New	+$3.06M	2.66%	11

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

Milestone Asset Management Group's DGRO Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.34% in Q2 2026, buying an estimated $14K and bringing the position to 56,780 shares worth $4.3M. The position accounts for 2.17% of the portfolio, ranked #13.

Milestone Asset Management Group first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Milestone Asset Management Group held 56,780 shares of iShares Core Dividend Growth ETF worth $4.3M as of Q2 2026.
Milestone Asset Management Group bought 190 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $14K.
iShares Core Dividend Growth ETF made up 2.17% of Milestone Asset Management Group's portfolio in Q2 2026, its #13 holding.
Milestone Asset Management Group first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.