Optivise Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Optivise Advisory Services’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	$226K	Buy	+2,976	New	+$220K	0.11%	194

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

Optivise Advisory Services's DGRO Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 2,976 shares worth $226K. The stake represents 0.11% of the portfolio and ranks #194 among its holdings.

1,347 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Optivise Advisory Services held 2,976 shares of iShares Core Dividend Growth ETF worth $226K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Optivise Advisory Services position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #194 holding.
1,347 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.