Perigon Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Perigon Wealth Management’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	$666K	Buy	8,789 +188	+2%	+$13.9K	0.01%	749
2026 Q1	$604K	Buy	8,601 +217	+3%	+$15.6K	0.01%	714
2025 Q4	$582K	Buy	8,384 +3,841	+85%	+$264K	0.01%	725
2025 Q3	$309K	Sell	4,543 -1,972	-30%	-$130K	0.01%	940
2025 Q2	$417K	Sell	6,515 -231	-3%	-$14.1K	0.01%	734
2025 Q1	$417K	Sell	6,746 -437	-6%	-$27.4K	0.01%	691
2024 Q4	$447K	Buy	7,183 +44	+0.6%	+$2.78K	0.01%	674
2024 Q3	$447K	Buy	7,139 +292	+4%	+$17.6K	0.01%	651
2024 Q2	$394K	Buy	6,847 +1,042	+18%	+$59.5K	0.01%	600
2024 Q1	$337K	Buy	5,805 +1,074	+23%	+$59.6K	0.01%	649
2023 Q4	$255K	Buy	+4,731	New	+$240K	0.01%	714
2023 Q3	–	Sell	-11,657	Closed	-$601K	–	790
2023 Q2	$601K	Sell	11,657 -323	-3%	-$16.2K	0.02%	411
2023 Q1	$599K	Buy	11,980 +2,594	+28%	+$130K	0.03%	363
2022 Q4	$469K	Buy	9,386 +2,087	+29%	+$102K	0.03%	401
2022 Q3	$325K	Hold	7,299	–	–	0.03%	408
2022 Q2	$348K	Hold	7,299	–	–	0.03%	394
2022 Q1	$390K	Sell	7,299 -274	-4%	-$14.6K	0.03%	411
2021 Q4	$421K	Buy	+7,573	New	+$404K	0.03%	379

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

Perigon Wealth Management's DGRO Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 8,789 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #749.

Perigon Wealth Management first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Perigon Wealth Management held 8,789 shares of iShares Core Dividend Growth ETF worth $666K as of Q2 2026.
Perigon Wealth Management bought 188 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $13.9K.
iShares Core Dividend Growth ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #749 holding.
Perigon Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.