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

Principle 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	$798K	Sell	10,529 -139	-1%	-$10.3K	0.04%	203
2026 Q1	$749K	Buy	10,668 +7	+0.1%	+$502	0.04%	198
2025 Q4	$740K	Sell	10,661 -207	-2%	-$14.2K	0.04%	191
2025 Q3	$740K	Sell	10,868 -277	-2%	-$18.3K	0.04%	188
2025 Q2	$713K	Buy	11,145 +292	+3%	+$17.8K	0.04%	191
2025 Q1	$670K	Hold	10,853	–	–	0.05%	192
2024 Q4	$666K	Hold	10,853	–	–	0.05%	194
2024 Q3	$680K	Hold	10,853	–	–	0.05%	193
2024 Q2	$625K	Hold	10,853	–	–	0.05%	193
2024 Q1	$630K	Hold	10,853	–	–	0.05%	197
2023 Q4	$584K	Buy	10,853 +558	+5%	+$28.3K	0.05%	197
2023 Q3	$510K	Hold	10,295	–	–	0.05%	201
2023 Q2	$531K	Hold	10,295	–	–	0.05%	197
2023 Q1	$515K	Hold	10,295	–	–	0.06%	195
2022 Q4	$515K	Sell	10,295 -818	-7%	-$40.2K	0.06%	184
2022 Q3	$494	Hold	11,113	–	–	0.05%	180
2022 Q2	$529K	Buy	11,113 +490	+5%	+$24.7K	0.06%	187
2022 Q1	$567K	Sell	10,623 -15,698	-60%	-$838K	0.06%	188
2021 Q4	$1.46M	Hold	26,321	–	–	0.15%	109
2021 Q3	$1.32M	Sell	26,321 -2,122	-7%	-$110K	0.15%	112
2021 Q2	$1.43M	Buy	28,443 +19,589	+221%	+$983K	0.16%	107
2021 Q1	$427K	Buy	8,854 +2,996	+51%	+$138K	0.05%	209
2020 Q4	$263K	Buy	+5,858	New	+$249K	0.03%	237

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

Principle Wealth Partners's DGRO Position: Q2 2026 in Review

Principle Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q2 2026, selling an estimated $10.3K and leaving 10,529 shares worth $798K. The position accounts for 0.04% of the portfolio, ranked #203.

Principle Wealth Partners first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Principle Wealth Partners held 10,529 shares of iShares Core Dividend Growth ETF worth $798K as of Q2 2026.
Principle Wealth Partners sold 139 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $10.3K.
iShares Core Dividend Growth ETF made up 0.04% of Principle Wealth Partners's portfolio in Q2 2026, its #203 holding.
Principle Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
Principle Wealth Partners's iShares Core Dividend Growth ETF position peaked at $1.46M in Q4 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.