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Patriot Financial Group Insurance Agency’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$2.34M Sell
30,914
-31,334
-50% -$2.31M 0.24% 117
2026
Q1 		$4.37M Buy
62,248
+31,358
+102% +$2.25M 0.25% 113
2025
Q4 		$2.14M Sell
30,890
-1,081
-3% -$74.3K 0.26% 109
2025
Q3 		$2.18M Sell
31,971
-120,212
-79% -$7.94M 0.28% 96
2025
Q2 		$9.73M Buy
152,183
+2,808
+2% +$171K 1.12% 13
2025
Q1 		$9.23M Sell
149,375
-9,714
-6% -$609K 1.24% 11
2024
Q4 		$9.76M Buy
159,089
+2,210
+1% +$139K 1.31% 10
2024
Q3 		$9.83M Buy
156,879
+24,334
+18% +$1.47M 1.32% 8
2024
Q2 		$7.64M Buy
132,545
+8,487
+7% +$485K 1.12% 13
2024
Q1 		$7.2M Sell
124,058
-46,092
-27% -$2.56M 1.15% 14
2023
Q4 		$9.16M Buy
170,150
+3,824
+2% +$194K 1.73% 7
2023
Q3 		$8.24M Buy
166,326
+3,137
+2% +$162K 1.7% 6
2023
Q2 		$8.41M Buy
163,189
+9,278
+6% +$467K 1.59% 9
2023
Q1 		$7.69M Sell
153,911
-168
-0.1% -$8.44K 1.56% 9
2022
Q4 		$7.7M Sell
154,079
-1,080
-0.7% -$53K 1.04% 11
2022
Q3 		$6.9M Buy
155,159
+4,208
+3% +$207K 1.68% 9
2022
Q2 		$7.19M Buy
150,951
+6,912
+5% +$349K 1.46% 9
2022
Q1 		$7.69M Buy
144,039
+8,678
+6% +$463K 1.37% 7
2021
Q4 		$7.52M Buy
135,361
+15,084
+13% +$805K 1.25% 10
2021
Q3 		$6.04M Buy
120,277
+15,652
+15% +$811K 1.07% 13
2021
Q2 		$5.27M Buy
104,625
+103,519
+9,360% +$5.19M 0.96% 16
2021
Q1 		$53K Buy
1,106
+3
+0.3% +$139 0.01% 748
2020
Q4 		$49K Buy
1,103
+158
+17% +$6.72K 0.01% 690
2020
Q3 		$38K Buy
945
+263
+39% +$10.4K 0.01% 602
2020
Q2 		$26K Buy
682
+4
+0.6% +$145 0.01% 672
2020
Q1 		$22K Buy
678
+134
+25% +$5.24K 0.01% 632
2019
Q4 		$23K Buy
544
+3
+0.6% +$121 0.01% 643
2019
Q3 		$21K Sell
541
-232
-30% -$8.94K 0.01% 631
2019
Q2 		$30K Buy
773
+3
+0.4% +$112 0.01% 537
2019
Q1 		$28K Buy
770
+4
+0.5% +$142 0.01% 485
2018
Q4 		$25K Buy
766
+6
+0.8% +$211 0.02% 431
2018
Q3 		$28K Buy
760
+525
+223% +$19.1K 0.02% 409
2018
Q2 		$8K Sell
235
-2,750
-92% -$94.7K 0.01% 419
2018
Q1 		$99K Buy
2,985
+1,450
+94% +$51.2K 0.07% 213
2017
Q4 		$54K Sell
1,535
-200
-12% -$6.75K 0.04% 282
2017
Q3 		$57K Sell
1,735
-200
-10% -$6.36K 0.05% 234
2017
Q2 		$61K Buy
1,935
+485
+33% +$15K 0.06% 216
2017
Q1 		$44K Buy
1,450
+650
+81% +$19.5K 0.05% 238
2016
Q4 		$23K Buy
+800
New +$22.5K 0.03% 324

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

Patriot Financial Group Insurance Agency's DGRO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Core Dividend Growth ETF (DGRO) stake by 50% in Q2 2026, selling an estimated $2.31M and leaving 30,914 shares worth $2.34M. The position accounts for 0.24% of the portfolio, ranked #117.

Patriot Financial Group Insurance Agency first reported a position in DGRO in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.83M in Q3 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 30,914 shares of iShares Core Dividend Growth ETF worth $2.34M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 31,334 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.31M.
  • iShares Core Dividend Growth ETF made up 0.24% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #117 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Core Dividend Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Core Dividend Growth ETF position peaked at $9.83M in Q3 2024.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.