Mosaic Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mosaic Financial Group’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	$1.27M	Buy	16,715 +9	+0.1%	+$664	0.81%	30
2026 Q1	$1.17M	Buy	16,706 +10	+0.1%	+$717	0.83%	30
2025 Q4	$1.16M	Buy	16,696 +14	+0.1%	+$963	0.79%	31
2025 Q3	$1.14M	Buy	16,682 +11	+0.1%	+$727	0.81%	33
2025 Q2	$1.07M	Buy	16,671 +10	+0.1%	+$610	0.82%	33
2025 Q1	$1.03M	Buy	16,661 +11	+0.1%	+$689	0.84%	32
2024 Q4	$1.02M	Buy	16,650 +12	+0.1%	+$757	0.73%	34
2024 Q3	$1.04M	Sell	16,638 -1,487	-8%	-$89.6K	0.74%	35
2024 Q2	$1.04M	Sell	18,125 -6,019	-25%	-$344K	0.75%	36
2024 Q1	$1.4M	Buy	+24,144	New	+$1.34M	1.12%	23

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

Mosaic Financial Group's DGRO Position: Q2 2026 in Review

Mosaic Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.05% in Q2 2026, buying an estimated $664 and bringing the position to 16,715 shares worth $1.27M. The position accounts for 0.81% of the portfolio, ranked #30.

Mosaic Financial Group first reported a position in DGRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q1 2024. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Mosaic Financial Group held 16,715 shares of iShares Core Dividend Growth ETF worth $1.27M as of Q2 2026.
Mosaic Financial Group bought 9 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $664.
iShares Core Dividend Growth ETF made up 0.81% of Mosaic Financial Group's portfolio in Q2 2026, its #30 holding.
Mosaic Financial Group first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's iShares Core Dividend Growth ETF position peaked at $1.4M in Q1 2024.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.