Oak Barrel Wealth Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
Other funds holding DGRO
CIA
Oak Barrel Wealth Advisory's DGRO Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 44,468 shares worth $3.37M. The stake represents 1.49% of the portfolio and ranks #9 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in DGRO as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in DGRO in Q4 2025 and has held it in 2 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.
- Oak Barrel Wealth Advisory held 44,468 shares of iShares Core Dividend Growth ETF worth $3.37M as of Q2 2026.
- iShares Core Dividend Growth ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
- iShares Core Dividend Growth ETF made up 1.49% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #9 holding.
- Oak Barrel Wealth Advisory first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 2 quarters since.
- 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.