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

Opal 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	$1.14M	Buy	15,041 +204	+1%	+$15.1K	0.25%	49
2026 Q1	$1.04M	Buy	14,837 +166	+1%	+$11.9K	0.24%	40
2025 Q4	$1.02M	Sell	14,671 -258	-2%	-$17.7K	0.27%	46
2025 Q3	$1.02M	Buy	14,929 +5	+0%	+$330	0.28%	44
2025 Q2	$954K	Sell	14,924 -448	-3%	-$27.3K	0.26%	43
2025 Q1	$950K	Sell	15,372 -319	-2%	-$20K	0.29%	39
2024 Q4	$962K	Buy	15,691 +1,027	+7%	+$64.8K	0.29%	45
2024 Q3	$919K	Buy	14,664 +1,167	+9%	+$70.3K	0.29%	47
2024 Q2	$778K	Sell	13,497 -368	-3%	-$21K	0.25%	52
2024 Q1	$805K	Buy	13,865 +739	+6%	+$41K	0.27%	50
2023 Q4	$706K	Buy	13,126 +83	+0.6%	+$4.21K	0.28%	60
2023 Q3	$646K	Buy	13,043 +355	+3%	+$18.4K	0.38%	43
2023 Q2	$654K	Sell	12,688 -35	-0.3%	-$1.76K	0.33%	40
2023 Q1	$636K	Sell	12,723 -675	-5%	-$33.9K	0.37%	29
2022 Q4	$670K	Buy	13,398 +3,908	+41%	+$192K	0.37%	41
2022 Q3	$422K	Buy	9,490 +575	+6%	+$28.3K	0.31%	49
2022 Q2	$425K	Sell	8,915 -1,342	-13%	-$67.7K	0.28%	47
2022 Q1	$548K	Buy	10,257 +994	+11%	+$53.1K	0.48%	30
2021 Q4	$515K	Buy	+9,263	New	+$494K	0.33%	52

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

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

Opal Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.4% in Q2 2026, buying an estimated $15.1K and bringing the position to 15,041 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #49.

Opal Wealth Advisors first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Opal Wealth Advisors held 15,041 shares of iShares Core Dividend Growth ETF worth $1.14M as of Q2 2026.
Opal Wealth Advisors bought 204 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $15.1K.
iShares Core Dividend Growth ETF made up 0.25% of Opal Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Opal Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.