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Owen LaRue’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Owen LaRue’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 		$235K Buy
3,095
+2
+0.1% +$148 0.08% 128
2026
Q1 		$217K Buy
3,093
+3
+0.1% +$215 0.08% 118
2025
Q4 		$215K Buy
3,090
+4
+0.1% +$275 0.08% 112
2025
Q3 		$210K Buy
+3,086
New +$204K 0.08% 112
2024
Q4 		– Sell
-6,180
Closed -$387K – 96
2024
Q3 		$387K Buy
+6,180
New +$373K 0.21% 70

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Owen LaRue's DGRO Position: Q2 2026 in Review

Owen LaRue increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.06% in Q2 2026, buying an estimated $148 and bringing the position to 3,095 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #128.

Owen LaRue first reported a position in DGRO in Q3 2024 and has held it in 5 quarters since. The position peaked at $387K in Q3 2024. 1,349 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Owen LaRue held 3,095 shares of iShares Core Dividend Growth ETF worth $235K as of Q2 2026.
  • Owen LaRue bought 2 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $148.
  • iShares Core Dividend Growth ETF made up 0.08% of Owen LaRue's portfolio in Q2 2026, its #128 holding.
  • Owen LaRue first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • Owen LaRue's iShares Core Dividend Growth ETF position peaked at $387K in Q3 2024.
  • 1,349 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.