Morton Brown Family Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Morton Brown Family Wealth’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	$136K	Hold	1,790	–	–	0.03%	86
2026 Q1	$126K	Hold	1,790	–	–	0.03%	84
2025 Q4	$124K	Hold	1,790	–	–	0.03%	82
2025 Q3	$122K	Buy	1,790 +891	+99%	+$58.9K	0.04%	80
2025 Q2	$57.5K	Hold	899	–	–	0.02%	99
2025 Q1	$55.5K	Hold	899	–	–	0.02%	96
2024 Q4	$55.1K	Hold	899	–	–	0.02%	100
2024 Q3	$56.4K	Hold	899	–	–	0.02%	92
2024 Q2	$53.7K	Hold	899	–	–	0.02%	88
2024 Q1	$52.2K	Hold	899	–	–	0.02%	86
2023 Q4	$48.4K	Hold	899	–	–	0.02%	101
2023 Q3	$44.5K	Hold	899	–	–	0.02%	83
2023 Q2	$46.3K	Hold	899	–	–	0.02%	79
2023 Q1	$44.9K	Buy	899 +600	+201%	+$30.1K	0.03%	80
2022 Q4	$14.9K	Hold	299	–	–	0.01%	104
2022 Q3	$13K	Hold	299	–	–	0.01%	100
2022 Q2	$14K	Hold	299	–	–	0.01%	100
2022 Q1	$16K	Hold	299	–	–	0.01%	99
2021 Q4	$17K	Buy	+299	New	+$16K	0.01%	107

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

Morton Brown Family Wealth's DGRO Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 1,790 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #86.

Morton Brown Family Wealth first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Morton Brown Family Wealth held 1,790 shares of iShares Core Dividend Growth ETF worth $136K as of Q2 2026.
Morton Brown Family Wealth left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #86 holding.
Morton Brown Family Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.