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

MPWM Advisory 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	$94.2K	Buy	1,242 +5	+0.4%	+$369	0.04%	155
2026 Q1	$86.8K	Buy	1,237 +6	+0.5%	+$430	0.05%	147
2025 Q4	$85.5K	Buy	1,231 +8	+0.7%	+$550	0.05%	139
2025 Q3	$83.3K	Buy	1,223 +6	+0.5%	+$397	0.05%	129
2025 Q2	$77.8K	Buy	1,217 +682	+127%	+$41.6K	0.05%	130
2025 Q1	$33.1K	Buy	535 +2	+0.4%	+$125	0.02%	183
2024 Q4	$32.7K	Buy	+533	New	+$33.6K	0.02%	194

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

MPWM Advisory Solutions's DGRO Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.4% in Q2 2026, buying an estimated $369 and bringing the position to 1,242 shares worth $94.2K. The position accounts for 0.04% of the portfolio, ranked #155.

MPWM Advisory Solutions first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

MPWM Advisory Solutions held 1,242 shares of iShares Core Dividend Growth ETF worth $94.2K as of Q2 2026.
MPWM Advisory Solutions bought 5 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $369.
iShares Core Dividend Growth ETF made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #155 holding.
MPWM Advisory Solutions first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.