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

Modern 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	$968K	Buy	12,767 +337	+3%	+$24.9K	0.01%	530
2026 Q1	$873K	Sell	12,430 -1,818	-13%	-$130K	0.01%	449
2025 Q4	$989K	Sell	14,248 -523	-4%	-$36K	0.02%	405
2025 Q3	$1.01M	Buy	14,771 +65	+0.4%	+$4.3K	0.02%	390
2025 Q2	$940K	Buy	14,706 +2,921	+25%	+$178K	0.02%	380
2025 Q1	$728K	Buy	11,785 +1,452	+14%	+$91K	0.02%	355
2024 Q4	$634K	Buy	+10,333	New	+$652K	0.02%	323

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

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

Modern Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.7% in Q2 2026, buying an estimated $24.9K and bringing the position to 12,767 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #530.

Modern Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Modern Wealth Management held 12,767 shares of iShares Core Dividend Growth ETF worth $968K as of Q2 2026.
Modern Wealth Management bought 337 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $24.9K.
iShares Core Dividend Growth ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #530 holding.
Modern Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.01M in Q3 2025.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.