Prepared Retirement Institute’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Prepared Retirement Institute’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	$588K	Sell	7,752 -838	-10%	-$61.8K	0.25%	48
2026 Q1	$603K	Buy	8,590 +61	+0.7%	+$4.37K	0.3%	40
2025 Q4	$592K	Sell	8,529 -453	-5%	-$31.1K	0.3%	41
2025 Q3	$611K	Sell	8,982 -13,988	-61%	-$924K	0.32%	39
2025 Q2	$1.47M	Sell	22,970 -286	-1%	-$17.4K	0.87%	21
2025 Q1	$1.44M	Sell	23,256 -4,477	-16%	-$281K	0.92%	20
2024 Q4	$1.7M	Sell	27,733 -1,850	-6%	-$117K	0.97%	17
2024 Q3	$1.85M	Buy	29,583 +146	+0.5%	+$8.8K	1.12%	17
2024 Q2	$1.7M	Sell	29,437 -558	-2%	-$31.9K	1.12%	16
2024 Q1	$1.74M	Sell	29,995 -9,148	-23%	-$508K	1.3%	14
2023 Q4	$2.11M	Buy	+39,143	New	+$1.98M	1.58%	13

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

Prepared Retirement Institute's DGRO Position: Q2 2026 in Review

Prepared Retirement Institute reduced its iShares Core Dividend Growth ETF (DGRO) stake by 9.8% in Q2 2026, selling an estimated $61.8K and leaving 7,752 shares worth $588K. The position accounts for 0.25% of the portfolio, ranked #48.

Prepared Retirement Institute first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q4 2023. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Prepared Retirement Institute held 7,752 shares of iShares Core Dividend Growth ETF worth $588K as of Q2 2026.
Prepared Retirement Institute sold 838 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $61.8K.
iShares Core Dividend Growth ETF made up 0.25% of Prepared Retirement Institute's portfolio in Q2 2026, its #48 holding.
Prepared Retirement Institute first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's iShares Core Dividend Growth ETF position peaked at $2.11M in Q4 2023.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.