PFG Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

PFG Investments’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	$857K	Buy	11,302 +724	+7%	+$53.4K	0.03%	442
2026 Q1	$742K	Buy	10,578 +50	+0.5%	+$3.58K	0.03%	451
2025 Q4	$731K	Buy	10,528 +208	+2%	+$14.3K	0.03%	435
2025 Q3	$703K	Buy	10,320 +155	+2%	+$10.2K	0.04%	443
2025 Q2	$650K	Buy	10,165 +495	+5%	+$30.2K	0.04%	432
2025 Q1	$597K	Buy	9,670 +381	+4%	+$23.9K	0.04%	424
2024 Q4	$570K	Buy	9,289 +1,761	+23%	+$111K	0.04%	443
2024 Q3	$472K	Buy	7,528 +683	+10%	+$41.2K	0.03%	523
2024 Q2	$394K	Sell	6,845 -20,772	-75%	-$1.19M	0.03%	545
2024 Q1	$1.6M	Buy	27,617 +23,577	+584%	+$1.31M	0.1%	242
2023 Q4	$217K	Buy	+4,040	New	+$205K	0.04%	429
2023 Q3	–	Sell	-3,965	Closed	-$204K	–	518
2023 Q2	$204K	Buy	+3,965	New	+$199K	0.04%	462

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

PFG Investments's DGRO Position: Q2 2026 in Review

PFG Investments increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.8% in Q2 2026, buying an estimated $53.4K and bringing the position to 11,302 shares worth $857K. The position accounts for 0.03% of the portfolio, ranked #442.

PFG Investments first reported a position in DGRO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.6M in Q1 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

PFG Investments held 11,302 shares of iShares Core Dividend Growth ETF worth $857K as of Q2 2026.
PFG Investments bought 724 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $53.4K.
iShares Core Dividend Growth ETF made up 0.03% of PFG Investments's portfolio in Q2 2026, its #442 holding.
PFG Investments first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 12 quarters since.
PFG Investments's iShares Core Dividend Growth ETF position peaked at $1.6M in Q1 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.