MYIA
DGRO icon

Mount Yale Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mount Yale Investment Advisors’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 		$4.8M Sell
63,281
-1,995
-3% -$147K 0.09% 231
2026
Q1 		$4.58M Buy
65,276
+61,158
+1,485% +$4.38M 0.11% 201
2025
Q4 		$286K Sell
4,118
-51,159
-93% -$3.52M 0.01% 602
2025
Q3 		$3.76M Buy
55,277
+760
+1% +$50.2K 0.26% 87
2025
Q2 		$3.49M Buy
54,517
+1,898
+4% +$116K 0.27% 73
2025
Q1 		$3.25M Sell
52,619
-19,139
-27% -$1.2M 0.28% 77
2024
Q4 		$4.4M Buy
71,758
+16,596
+30% +$1.05M 0.36% 53
2024
Q3 		$3.46M Buy
55,162
+1,448
+3% +$87.3K 0.33% 70
2024
Q2 		$3.09M Sell
53,714
-34
-0.1% -$1.94K 0.25% 83
2024
Q1 		$3.12M Sell
53,748
-5,881
-10% -$327K 0.24% 91
2023
Q4 		$3.21M Sell
59,629
-10,454
-15% -$530K 0.31% 82
2023
Q3 		$3.47M Buy
70,083
+1,422
+2% +$73.6K 0.38% 59
2023
Q2 		$3.54M Buy
+68,661
New +$3.45M 0.37% 60
2023
Q1 		– Sell
-77,195
Closed -$3.86M – 492
2022
Q4 		$3.86M Buy
+77,195
New +$3.79M 0.44% 62
2022
Q3 		– Sell
-6,212
Closed -$296K – 455
2022
Q2 		$296K Buy
+6,212
New +$313K 0.04% 356
2021
Q1 		– Sell
-14,204
Closed -$637K – 420
2020
Q4 		$637K Buy
+14,204
New +$604K 0.09% 225

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mount Yale Investment Advisors's DGRO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.1% in Q2 2026, selling an estimated $147K and leaving 63,281 shares worth $4.8M. The position accounts for 0.09% of the portfolio, ranked #231.

Mount Yale Investment Advisors first reported a position in DGRO in Q4 2020 and has held it in 16 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Mount Yale Investment Advisors held 63,281 shares of iShares Core Dividend Growth ETF worth $4.8M as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,995 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $147K.
  • iShares Core Dividend Growth ETF made up 0.09% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #231 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 16 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.