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

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 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. 457 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.
457 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.