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

National Wealth Management 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	$475K	Sell	6,262 -569	-8%	-$42K	0.15%	122
2026 Q1	$479K	Sell	6,831 -28	-0.4%	-$2.01K	0.18%	117
2025 Q4	$476K	Sell	6,859 -230	-3%	-$15.8K	0.17%	131
2025 Q3	$483K	Buy	7,089 +673	+10%	+$44.5K	0.18%	130
2025 Q2	$410K	Buy	6,416 +34	+0.5%	+$2.07K	0.23%	98
2025 Q1	$394K	Buy	6,382 +78	+1%	+$4.89K	0.26%	96
2024 Q4	$387K	Sell	6,304 -252	-4%	-$15.9K	0.26%	90
2024 Q3	$411K	Buy	6,556 +366	+6%	+$22.1K	0.28%	86
2024 Q2	$357K	Sell	6,190 -31	-0.5%	-$1.77K	0.27%	82
2024 Q1	$361K	Sell	6,221 -189	-3%	-$10.5K	0.28%	93
2023 Q4	$345K	Buy	+6,410	New	+$325K	0.33%	89
2023 Q3	–	Sell	-4,011	Closed	-$210K	–	136
2023 Q2	$210K	Sell	4,011 -334	-8%	-$16.8K	0.22%	120
2023 Q1	$216K	Sell	4,345 -4,743	-52%	-$238K	0.25%	122
2022 Q4	$454K	Sell	9,088 -131	-1%	-$6.43K	0.54%	56
2022 Q3	$410K	Buy	+9,219	New	+$454K	0.53%	51

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

National Wealth Management Group's DGRO Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 8.3% in Q2 2026, selling an estimated $42K and leaving 6,262 shares worth $475K. The position accounts for 0.15% of the portfolio, ranked #122.

National Wealth Management Group first reported a position in DGRO in Q3 2022 and has held it in 15 quarters since. The position peaked at $483K in Q3 2025. 353 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

National Wealth Management Group held 6,262 shares of iShares Core Dividend Growth ETF worth $475K as of Q2 2026.
National Wealth Management Group sold 569 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $42K.
iShares Core Dividend Growth ETF made up 0.15% of National Wealth Management Group's portfolio in Q2 2026, its #122 holding.
National Wealth Management Group first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 15 quarters since.
National Wealth Management Group's iShares Core Dividend Growth ETF position peaked at $483K in Q3 2025.
353 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.