Nations Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Nations Financial 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	$420K	Sell	5,540 -282	-5%	-$20.8K	0.02%	580
2026 Q1	$409K	Sell	5,822 -48	-0.8%	-$3.44K	0.02%	584
2025 Q4	$408K	Buy	5,870 +2,738	+87%	+$188K	0.02%	561
2025 Q3	$213K	Buy	3,132 +3	+0.1%	+$198	0.01%	667
2025 Q2	$200K	Buy	+3,129	New	+$191K	0.01%	650

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

Nations Financial Group's DGRO Position: Q2 2026 in Review

Nations Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.8% in Q2 2026, selling an estimated $20.8K and leaving 5,540 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #580.

Nations Financial Group first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Nations Financial Group held 5,540 shares of iShares Core Dividend Growth ETF worth $420K as of Q2 2026.
Nations Financial Group sold 282 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $20.8K.
iShares Core Dividend Growth ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #580 holding.
Nations Financial Group first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.