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

Mission Wealth Management’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	$1.8M	Buy	23,740 +4,918	+26%	+$363K	0.02%	334
2026 Q1	$1.32M	Sell	18,822 -2,877	-13%	-$206K	0.03%	278
2025 Q4	$1.51M	Sell	21,699 -1,314	-6%	-$90.4K	0.03%	258
2025 Q3	$1.57M	Sell	23,013 -17,109	-43%	-$1.13M	0.03%	247
2025 Q2	$2.57M	Buy	40,122 +29,421	+275%	+$1.79M	0.05%	184
2025 Q1	$661K	Buy	10,701 +635	+6%	+$39.8K	0.02%	392
2024 Q4	$617K	Buy	10,066 +1,163	+13%	+$73.4K	0.01%	382
2024 Q3	$558K	Buy	8,903 +538	+6%	+$32.4K	0.01%	409
2024 Q2	$482K	Hold	8,365	–	–	0.01%	417
2024 Q1	$486K	Sell	8,365 -2,337	-22%	-$130K	0.01%	437
2023 Q4	$576K	Buy	10,702 +6,101	+133%	+$309K	0.02%	341
2023 Q3	$228K	Hold	4,601	–	–	0.01%	497
2023 Q2	$237K	Buy	+4,601	New	+$231K	0.01%	486
2022 Q4	–	Sell	-15,275	Closed	-$679K	–	529
2022 Q3	$679K	Buy	15,275 +55	+0.4%	+$2.71K	0.04%	248
2022 Q2	$725K	Buy	+15,220	New	+$767K	0.04%	245

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

Mission Wealth Management's DGRO Position: Q2 2026 in Review

Mission Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 26% in Q2 2026, buying an estimated $363K and bringing the position to 23,740 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #334.

Mission Wealth Management first reported a position in DGRO in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.57M in Q2 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Mission Wealth Management held 23,740 shares of iShares Core Dividend Growth ETF worth $1.8M as of Q2 2026.
Mission Wealth Management bought 4,918 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $363K.
iShares Core Dividend Growth ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #334 holding.
Mission Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 15 quarters since.
Mission Wealth Management's iShares Core Dividend Growth ETF position peaked at $2.57M in Q2 2025.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.