Premier Path Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Premier Path Wealth Partners’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	$10.2M	Sell	134,517 -6,018	-4%	-$444K	1.17%	13
2026 Q1	$9.86M	Sell	140,535 -20,965	-13%	-$1.5M	1.29%	11
2025 Q4	$11.2M	Sell	161,500 -11,338	-7%	-$780K	1.45%	10
2025 Q3	$11.8M	Sell	172,838 -526	-0.3%	-$34.8K	1.51%	9
2025 Q2	$11.1M	Buy	173,364 +5,528	+3%	+$337K	1.54%	9
2025 Q1	$10.4M	Buy	167,836 +3,328	+2%	+$209K	1.61%	8
2024 Q4	$10.1M	Buy	164,508 +5,759	+4%	+$363K	1.54%	9
2024 Q3	$9.95M	Buy	158,749 +667	+0.4%	+$40.2K	1.57%	9
2024 Q2	$9.11M	Buy	158,082 +9,996	+7%	+$571K	1.55%	9
2024 Q1	$8.6M	Buy	148,086 +23,609	+19%	+$1.31M	1.62%	9
2023 Q4	$6.79M	Buy	+124,477	New	+$6.31M	1.5%	9

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

Premier Path Wealth Partners's DGRO Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.3% in Q2 2026, selling an estimated $444K and leaving 134,517 shares worth $10.2M. The position accounts for 1.17% of the portfolio, ranked #13.

Premier Path Wealth Partners first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Premier Path Wealth Partners held 134,517 shares of iShares Core Dividend Growth ETF worth $10.2M as of Q2 2026.
Premier Path Wealth Partners sold 6,018 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $444K.
iShares Core Dividend Growth ETF made up 1.17% of Premier Path Wealth Partners's portfolio in Q2 2026, its #13 holding.
Premier Path Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's iShares Core Dividend Growth ETF position peaked at $11.8M in Q3 2025.
1,345 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.