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Monetary Solutions’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Monetary Solutions’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 		$867K Buy
11,442
+2,295
+25% +$169K 0.75% 26
2026
Q1 		$642K Buy
9,147
+9,130
+53,706% +$655K 0.62% 27
2025
Q4 		$1.18K Buy
+17
New +$1.17K ﹤0.01% 287

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Monetary Solutions's DGRO Position: Q2 2026 in Review

Monetary Solutions increased its iShares Core Dividend Growth ETF (DGRO) stake by 25% in Q2 2026, buying an estimated $169K and bringing the position to 11,442 shares worth $867K. The position accounts for 0.75% of the portfolio, ranked #26.

Monetary Solutions first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 1,154 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Monetary Solutions held 11,442 shares of iShares Core Dividend Growth ETF worth $867K as of Q2 2026.
  • Monetary Solutions bought 2,295 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $169K.
  • iShares Core Dividend Growth ETF made up 0.75% of Monetary Solutions's portfolio in Q2 2026, its #26 holding.
  • Monetary Solutions first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,154 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.