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

Modera 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	$1.01M	Buy	13,368 +1,944	+17%	+$143K	0.01%	344
2026 Q1	$802K	Buy	11,424 +1,176	+11%	+$84.3K	0.01%	357
2025 Q4	$711K	Sell	10,248 -16	-0.2%	-$1.1K	0.01%	390
2025 Q3	$699K	Hold	10,264	–	–	0.01%	397
2025 Q2	$656K	Sell	10,264 -34	-0.3%	-$2.07K	0.01%	394
2025 Q1	$636K	Hold	10,298	–	–	0.01%	388
2024 Q4	$632K	Sell	10,298 -99	-1%	-$6.25K	0.01%	394
2024 Q3	$652K	Buy	10,397 +4,886	+89%	+$295K	0.01%	367
2024 Q2	$318K	Sell	5,511 -183	-3%	-$10.5K	﹤0.01%	468
2024 Q1	$331K	Hold	5,694	–	–	0.01%	463
2023 Q4	$306K	Hold	5,694	–	–	0.01%	469
2023 Q3	$282K	Hold	5,694	–	–	0.01%	465
2023 Q2	$293K	Sell	5,694 -61	-1%	-$3.07K	0.01%	470
2023 Q1	$288K	Sell	5,755 -567	-9%	-$28.5K	0.01%	290
2022 Q4	$316K	Buy	6,322 +1,369	+28%	+$67.2K	0.01%	275
2022 Q3	$220K	Hold	4,953	–	–	0.01%	289
2022 Q2	$236K	Hold	4,953	–	–	0.01%	293
2022 Q1	$265K	Buy	+4,953	New	+$264K	0.01%	301

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Modera Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q2 2026, buying an estimated $143K and bringing the position to 13,368 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #344.

Modera Wealth Management first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Modera Wealth Management held 13,368 shares of iShares Core Dividend Growth ETF worth $1.01M as of Q2 2026.
Modera Wealth Management bought 1,944 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $143K.
iShares Core Dividend Growth ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #344 holding.
Modera Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.