Onyx Bridge Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Onyx Bridge Wealth 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	$1.99M	Sell	26,278 -1,462	-5%	-$108K	0.18%	106
2026 Q1	$1.95M	Sell	27,740 -12,960	-32%	-$929K	0.21%	97
2025 Q4	$2.83M	Sell	40,700 -5,853	-13%	-$402K	0.3%	74
2025 Q3	$3.17M	Buy	+46,553	New	+$3.08M	0.34%	68
2022 Q4	–	Sell	-5,482	Closed	-$244K	–	187
2022 Q3	$244K	Sell	5,482 -2,353	-30%	-$116K	0.11%	128
2022 Q2	$386K	Buy	+7,835	New	+$395K	0.17%	81

Other funds holding DGRO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

SFGP

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

Onyx Bridge Wealth Group's DGRO Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 5.3% in Q2 2026, selling an estimated $108K and leaving 26,278 shares worth $1.99M. The position accounts for 0.18% of the portfolio, ranked #106.

Onyx Bridge Wealth Group first reported a position in DGRO in Q2 2022 and has held it in 6 quarters since. The position peaked at $3.17M in Q3 2025. 546 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Onyx Bridge Wealth Group held 26,278 shares of iShares Core Dividend Growth ETF worth $1.99M as of Q2 2026.
Onyx Bridge Wealth Group sold 1,462 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $108K.
iShares Core Dividend Growth ETF made up 0.18% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #106 holding.
Onyx Bridge Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 6 quarters since.
Onyx Bridge Wealth Group's iShares Core Dividend Growth ETF position peaked at $3.17M in Q3 2025.
546 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.