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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

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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 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.

484 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.
  • 484 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.