Paces Ferry Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Paces Ferry Wealth Advisors’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	$559K	Buy	7,370 +14	+0.2%	+$1.03K	0.21%	63
2026 Q1	$516K	Buy	7,356 +18	+0.2%	+$1.29K	0.21%	59
2025 Q4	$509K	Buy	7,338 +17	+0.2%	+$1.17K	0.21%	67
2025 Q3	$498K	Buy	7,321 +17	+0.2%	+$1.12K	0.21%	66
2025 Q2	$467K	Buy	7,304 +17	+0.2%	+$1.04K	0.21%	63
2025 Q1	$450K	Sell	7,287 -310	-4%	-$19.4K	0.22%	64
2024 Q4	$466K	Buy	7,597 +5	+0.1%	+$315	0.23%	63
2024 Q3	$476K	Buy	7,592 +22	+0.3%	+$1.33K	0.27%	60
2024 Q2	$436K	Buy	7,570 +28	+0.4%	+$1.6K	0.26%	63
2024 Q1	$438K	Buy	7,542 +13	+0.2%	+$722	0.28%	64
2023 Q4	$405K	Buy	7,529 +301	+4%	+$15.3K	0.28%	67
2023 Q3	$358K	Hold	7,228	–	–	0.28%	66
2023 Q2	$372K	Buy	7,228 +8	+0.1%	+$402	0.28%	67
2023 Q1	$361K	Buy	7,220 +15	+0.2%	+$753	0.29%	73
2022 Q4	$360K	Sell	7,205 -89	-1%	-$4.37K	0.35%	68
2022 Q3	$324K	Hold	7,294	–	–	0.35%	67
2022 Q2	$347K	Sell	7,294 -515	-7%	-$26K	0.34%	67
2022 Q1	$417K	Buy	7,809 +166	+2%	+$8.86K	0.33%	63
2021 Q4	$425K	Buy	7,643 +146	+2%	+$7.79K	0.3%	69
2021 Q3	$377K	Sell	7,497 -60	-0.8%	-$3.11K	0.3%	78
2021 Q2	$381K	Buy	7,557 +103	+1%	+$5.17K	0.29%	75
2021 Q1	$360K	Buy	7,454 +879	+13%	+$40.6K	0.31%	74
2020 Q4	$295K	Buy	6,575 +747	+13%	+$31.8K	0.27%	78
2020 Q3	$232K	Buy	+5,828	New	+$232K	0.2%	89

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

Paces Ferry Wealth Advisors's DGRO Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.19% in Q2 2026, buying an estimated $1.03K and bringing the position to 7,370 shares worth $559K. The position accounts for 0.21% of the portfolio, ranked #63.

Paces Ferry Wealth Advisors first reported a position in DGRO in Q3 2020 and has held it in 24 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Paces Ferry Wealth Advisors held 7,370 shares of iShares Core Dividend Growth ETF worth $559K as of Q2 2026.
Paces Ferry Wealth Advisors bought 14 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.03K.
iShares Core Dividend Growth ETF made up 0.21% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Paces Ferry Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 24 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.