ORG Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

ORG Wealth Partners’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	$1.76M	Buy	23,266 +579	+3%	+$42.7K	0.26%	52
2026 Q1	$1.59M	Buy	22,687 +10,586	+87%	+$759K	0.31%	49
2025 Q4	$840K	Sell	12,101 -610	-5%	-$41.9K	0.2%	77
2025 Q3	$865K	Buy	12,711 +1,595	+14%	+$105K	0.18%	81
2025 Q2	$720K	Hold	11,116	–	–	0.17%	82
2025 Q1	$685K	Sell	11,116 -1,201	-10%	-$75.3K	0.21%	88
2024 Q4	$756K	Sell	12,317 -1,001	-8%	-$63.2K	0.23%	37
2024 Q3	$835K	Buy	+13,318	New	+$803K	0.28%	31

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

ORG Wealth Partners's DGRO Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.6% in Q2 2026, buying an estimated $42.7K and bringing the position to 23,266 shares worth $1.76M. The position accounts for 0.26% of the portfolio, ranked #52.

ORG Wealth Partners first reported a position in DGRO in Q3 2024 and has held it in 8 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

ORG Wealth Partners held 23,266 shares of iShares Core Dividend Growth ETF worth $1.76M as of Q2 2026.
ORG Wealth Partners bought 579 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $42.7K.
iShares Core Dividend Growth ETF made up 0.26% of ORG Wealth Partners's portfolio in Q2 2026, its #52 holding.
ORG Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.