Octavia Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Octavia Wealth 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	$421K	Sell	5,549 -1,288	-19%	-$95K	0.04%	140
2026 Q1	$480K	Buy	6,837 +1,134	+20%	+$81.3K	0.05%	131
2025 Q4	$396K	Buy	5,703 +2,195	+63%	+$151K	0.04%	155
2025 Q3	$239K	Buy	+3,508	New	+$232K	0.02%	226

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

Octavia Wealth Advisors's DGRO Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q2 2026, selling an estimated $95K and leaving 5,549 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #140.

Octavia Wealth Advisors first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $480K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Octavia Wealth Advisors held 5,549 shares of iShares Core Dividend Growth ETF worth $421K as of Q2 2026.
Octavia Wealth Advisors sold 1,288 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $95K.
iShares Core Dividend Growth ETF made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #140 holding.
Octavia Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
Octavia Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $480K in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.