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

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

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. 1,346 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.
1,346 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.