Physician Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Physician Wealth Advisors’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	$8.15M	Sell	107,581 -4,817	-4%	-$355K	0.97%	24
2026 Q1	$7.89M	Sell	112,398 -1,573	-1%	-$113K	1.1%	24
2025 Q4	$7.91M	Sell	113,971 -2,765	-2%	-$190K	1.1%	24
2025 Q3	$7.95M	Sell	116,736 -3,652	-3%	-$241K	1.13%	24
2025 Q2	$7.7M	Sell	120,388 -2,552	-2%	-$156K	1.21%	23
2025 Q1	$7.6M	Sell	122,940 -2,806	-2%	-$176K	1.31%	20
2024 Q4	$7.71M	Sell	125,746 -584	-0.5%	-$36.8K	1.3%	19
2024 Q3	$8.01M	Sell	126,330 -1,514	-1%	-$91.3K	1.45%	17
2024 Q2	$7.68M	Buy	127,844 +147	+0.1%	+$8.4K	1.42%	19
2024 Q1	$7.05M	Sell	127,697 -440	-0.3%	-$24.4K	1.48%	18
2023 Q4	$6.95M	Buy	128,137 +763	+0.6%	+$38.7K	1.55%	16
2023 Q3	$6.29M	Sell	127,374 -2,710	-2%	-$140K	1.62%	17
2023 Q2	$6.71M	Sell	130,084 -3,218	-2%	-$162K	1.67%	16
2023 Q1	$6.79M	Sell	133,302 -18,825	-12%	-$945K	1.78%	16
2022 Q4	$7.74M	Sell	152,127 -6,288	-4%	-$309K	2.09%	13
2022 Q3	$7.39M	Buy	158,415 +2,708	+2%	+$133K	2.27%	9
2022 Q2	$7.88M	Sell	155,707 -5,845	-4%	-$295K	2.28%	8
2022 Q1	$8.46M	Sell	161,552 -2,241	-1%	-$120K	2.25%	8
2021 Q4	$9.12M	Sell	163,793 -7,123	-4%	-$380K	2.39%	9
2021 Q3	$8.9M	Sell	170,916 -573	-0.3%	-$29.7K	2.45%	9
2021 Q2	$8.77M	Sell	171,489 -2,225	-1%	-$112K	2.51%	9
2021 Q1	$8.54M	Buy	173,714 +908	+0.5%	+$42K	2.78%	7
2020 Q4	$7.98M	Buy	172,806 +21,043	+14%	+$895K	2.72%	7
2020 Q3	$6.01M	Buy	151,763 +4,243	+3%	+$169K	2.41%	9
2020 Q2	$5.97M	Buy	147,520 +4,468	+3%	+$162K	2.41%	9
2020 Q1	$4.99M	Buy	143,052 +58,731	+70%	+$2.3M	2.49%	7
2019 Q4	$3.57M	Buy	84,321 +182	+0.2%	+$7.36K	1.59%	14
2019 Q3	$3.46M	Buy	+84,139	New	+$3.24M	1.69%	12

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

Physician Wealth Advisors's DGRO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.3% in Q2 2026, selling an estimated $355K and leaving 107,581 shares worth $8.15M. The position accounts for 0.97% of the portfolio, ranked #24.

Physician Wealth Advisors first reported a position in DGRO in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.12M in Q4 2021. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Physician Wealth Advisors held 107,581 shares of iShares Core Dividend Growth ETF worth $8.15M as of Q2 2026.
Physician Wealth Advisors sold 4,817 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $355K.
iShares Core Dividend Growth ETF made up 0.97% of Physician Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Physician Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $9.12M in Q4 2021.
665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.