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

Potentia Wealth’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	–	Sell	-7,064	Closed	-$496K	–	67
2026 Q1	$496K	Hold	7,064	–	–	0.19%	57
2025 Q4	$490K	Hold	7,064	–	–	0.18%	57
2025 Q3	$481K	Hold	7,064	–	–	0.18%	62
2025 Q2	$452K	Hold	7,064	–	–	0.26%	48
2025 Q1	$436K	Hold	7,064	–	–	0.2%	62
2024 Q4	$433K	Buy	+7,064	New	+$446K	0.19%	65

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 22.9% 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

Potentia Wealth's DGRO Position: Q2 2026 in Review

Potentia Wealth sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 7,064 shares — an estimated $496K sold.

Potentia Wealth first reported a position in DGRO in Q4 2024 and held it in 6 quarters. The position peaked at $496K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Potentia Wealth reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 7,064 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $496K.
Potentia Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 6 quarters.
Potentia Wealth's iShares Core Dividend Growth ETF position peaked at $496K in Q1 2026.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.