Post Resch Tallon Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Post Resch Tallon 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
2026 Q2	$2.38M	Buy	31,350 +703	+2%	+$51.9K	1.64%	16
2026 Q1	$2.16M	Buy	30,647 +325	+1%	+$23.3K	1.74%	15
2025 Q4	$2.1M	Sell	30,322 -125	-0.4%	-$8.6K	1.78%	17
2025 Q3	$2.07M	Buy	30,447 +150	+0.5%	+$9.91K	1.83%	17
2025 Q2	$1.94M	Buy	30,297 +1,020	+3%	+$62.2K	1.87%	17
2025 Q1	$1.79M	Buy	29,277 +3,020	+12%	+$189K	1.83%	16
2024 Q4	$1.6M	Buy	+26,257	New	+$1.66M	1.54%	23

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Post Resch Tallon Group's DGRO Position: Q2 2026 in Review

Post Resch Tallon Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.3% in Q2 2026, buying an estimated $51.9K and bringing the position to 31,350 shares worth $2.38M. The position accounts for 1.64% of the portfolio, ranked #16.

Post Resch Tallon Group first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Post Resch Tallon Group held 31,350 shares of iShares Core Dividend Growth ETF worth $2.38M as of Q2 2026.
Post Resch Tallon Group bought 703 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $51.9K.
iShares Core Dividend Growth ETF made up 1.64% of Post Resch Tallon Group's portfolio in Q2 2026, its #16 holding.
Post Resch Tallon Group first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
235 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.