Paladin Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Paladin Advisory Group’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	$1.2M	Buy	15,791 +2	+0%	+$148	0.79%	35
2026 Q1	$1.11M	Sell	15,789 -112	-0.7%	-$8.03K	0.84%	33
2025 Q4	$1.1M	Sell	15,901 -267	-2%	-$18.4K	0.81%	33
2025 Q3	$1.1M	Hold	16,168	–	–	0.86%	31
2025 Q2	$1.03M	Sell	16,168 -29	-0.2%	-$1.77K	0.79%	37
2025 Q1	$1M	Hold	16,197	–	–	0.8%	36
2024 Q4	$993K	Hold	16,197	–	–	0.76%	38
2024 Q3	$1.02M	Sell	16,197 -16	-0.1%	-$964	0.75%	37
2024 Q2	$932K	Hold	16,213	–	–	0.73%	38
2024 Q1	$936K	Sell	16,213 -31	-0.2%	-$1.72K	0.74%	36
2023 Q4	$874K	Buy	16,244 +403	+3%	+$20.4K	0.72%	37
2023 Q3	$785K	Sell	15,841 -237	-1%	-$12.3K	0.66%	40
2023 Q2	$828K	Hold	16,078	–	–	0.66%	39
2023 Q1	$804K	Buy	+16,078	New	+$807K	0.67%	42
2022 Q2	–	Sell	-15,126	Closed	-$763K	–	337
2022 Q1	$808K	Buy	+15,126	New	+$808K	0.66%	40

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Paladin Advisory Group's DGRO Position: Q2 2026 in Review

Paladin Advisory Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.01% in Q2 2026, buying an estimated $148 and bringing the position to 15,791 shares worth $1.2M. The position accounts for 0.79% of the portfolio, ranked #35.

Paladin Advisory Group first reported a position in DGRO in Q1 2022 and has held it in 15 quarters since. 660 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Paladin Advisory Group held 15,791 shares of iShares Core Dividend Growth ETF worth $1.2M as of Q2 2026.
Paladin Advisory Group bought 2 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $148.
iShares Core Dividend Growth ETF made up 0.79% of Paladin Advisory Group's portfolio in Q2 2026, its #35 holding.
Paladin Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 15 quarters since.
660 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.