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

Mosley 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 		$15.9K Sell
210
-1,072
-84% -$79.1K 0.01% 342
2026
Q1 		$87.3K Buy
+1,282
New +$91.9K 0.04% 183

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MML Investors Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 84% in Q2 2026, selling an estimated $79.1K and leaving 210 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #342.

Mosley Wealth Management first reported a position in DGRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $87.3K in Q1 2026. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Mosley Wealth Management held 210 shares of iShares Core Dividend Growth ETF worth $15.9K as of Q2 2026.
  • Mosley Wealth Management sold 1,072 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $79.1K.
  • iShares Core Dividend Growth ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Mosley Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's iShares Core Dividend Growth ETF position peaked at $87.3K in Q1 2026.
  • 901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.