MSH Capital Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

MSH Capital 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	$777K	Buy	10,251 +887	+9%	+$65.4K	0.14%	148
2026 Q1	$657K	Sell	9,364 -1,032	-10%	-$74K	0.14%	146
2025 Q4	$722K	Sell	10,396 -255	-2%	-$17.5K	0.15%	147
2025 Q3	$725K	Buy	10,651 +325	+3%	+$21.5K	0.19%	128
2025 Q2	$660K	Sell	10,326 -374	-3%	-$22.8K	0.19%	128
2025 Q1	$661K	Buy	10,700 +1,232	+13%	+$77.2K	0.2%	118
2024 Q4	$581K	Buy	9,468 +68	+0.7%	+$4.29K	0.18%	132
2024 Q3	$589K	Buy	9,400 +17	+0.2%	+$1.02K	0.18%	131
2024 Q2	$541K	Sell	9,383 -184	-2%	-$10.5K	0.18%	125
2024 Q1	$555K	Sell	9,567 -6,328	-40%	-$351K	0.2%	121
2023 Q4	$855K	Sell	15,895 -7,506	-32%	-$381K	0.32%	89
2023 Q3	$1.16M	Sell	23,401 -1,171	-5%	-$60.6K	0.45%	68
2023 Q2	$1.27M	Sell	24,572 -7,707	-24%	-$388K	0.46%	69
2023 Q1	$1.61M	Buy	32,279 +312	+1%	+$15.7K	0.69%	50
2022 Q4	$1.6M	Buy	31,967 +5,869	+22%	+$288K	0.72%	45
2022 Q3	$1.16M	Buy	26,098 +2,435	+10%	+$120K	0.57%	64
2022 Q2	$1.13M	Buy	23,663 +4,689	+25%	+$236K	0.52%	67
2022 Q1	$1.01M	Buy	18,974 +12,667	+201%	+$676K	0.42%	79
2021 Q4	$351K	Buy	+6,307	New	+$337K	0.16%	135

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

MSH Capital Advisors's DGRO Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 9.5% in Q2 2026, buying an estimated $65.4K and bringing the position to 10,251 shares worth $777K. The position accounts for 0.14% of the portfolio, ranked #148.

MSH Capital Advisors first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q1 2023. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

MSH Capital Advisors held 10,251 shares of iShares Core Dividend Growth ETF worth $777K as of Q2 2026.
MSH Capital Advisors bought 887 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $65.4K.
iShares Core Dividend Growth ETF made up 0.14% of MSH Capital Advisors's portfolio in Q2 2026, its #148 holding.
MSH Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
MSH Capital Advisors's iShares Core Dividend Growth ETF position peaked at $1.61M in Q1 2023.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.