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Private Advisor Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-9,000
Closed -$4.46K – 2295
2023
Q3 		$4.46K Buy
+9,000
New +$466K ﹤0.01% 2211

Other funds holding DGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Private Advisor Group's DGRO Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 23% in Q2 2026, selling an estimated $15.7M and leaving 725,570 shares worth $55M. The position accounts for 0.25% of the portfolio, ranked #77.

Private Advisor Group first reported a position in DGRO in Q4 2015 and has held it in 43 quarters since. The position peaked at $120M in Q3 2021. 603 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Private Advisor Group held 725,570 shares of iShares Core Dividend Growth ETF worth $55M as of Q2 2026.
  • Private Advisor Group sold 213,244 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $15.7M.
  • iShares Core Dividend Growth ETF made up 0.25% of Private Advisor Group's portfolio in Q2 2026, its #77 holding.
  • Private Advisor Group first reported a position in iShares Core Dividend Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • Private Advisor Group's iShares Core Dividend Growth ETF position peaked at $120M in Q3 2021.
  • 603 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.