Nalls Sherbakoff Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Nalls Sherbakoff 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	–	Sell	-3,742	Closed	-$263K	–	387
2026 Q1	$263K	Hold	3,742	–	–	0.19%	83
2025 Q4	$260K	Sell	3,742 -8	-0.2%	-$550	0.19%	84
2025 Q3	$255K	Sell	3,750 -15	-0.4%	-$991	0.17%	84
2025 Q2	$241K	Sell	3,765 -880	-19%	-$53.7K	0.18%	87
2025 Q1	$287K	Buy	+4,645	New	+$291K	0.23%	68
2023 Q4	$250K	Hold	4,645	–	–	0.22%	65
2023 Q3	$230K	Hold	4,645	–	–	0.22%	61
2023 Q2	$228K	Hold	4,645	–	–	0.22%	64
2023 Q1	$230K	Buy	+4,645	New	+$233K	0.23%	66

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 22.9% 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

Nalls Sherbakoff Group's DGRO Position: Q2 2026 in Review

Nalls Sherbakoff Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,742 shares — an estimated $263K sold.

Nalls Sherbakoff Group first reported a position in DGRO in Q1 2023 and held it in 9 quarters. The position peaked at $287K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Nalls Sherbakoff Group reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Nalls Sherbakoff Group sold 3,742 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $263K.
Nalls Sherbakoff Group first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and held it in 9 quarters.
Nalls Sherbakoff Group's iShares Core Dividend Growth ETF position peaked at $287K in Q1 2025.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.