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
2023 Q1	–	Sell	-16,077	Closed	-$804K	–	320
2022 Q4	$804K	Buy	16,077 +935	+6%	+$45.9K	0.69%	41
2022 Q3	$673K	Sell	15,142 -187	-1%	-$9.2K	0.61%	41
2022 Q2	$730K	Buy	+15,329	New	+$773K	0.63%	41
2022 Q1	–	Sell	-23,888	Closed	-$1.33M	–	333
2021 Q4	$1.33M	Buy	+23,888	New	+$1.27M	1.08%	29

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

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. 1,349 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.
1,349 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.