Professional Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Professional Financial Advisors’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	$8.74M	Buy	115,292 +5,964	+5%	+$440K	1.51%	10
2026 Q1	$7.67M	Buy	109,328 +6,654	+6%	+$477K	1.56%	10
2025 Q4	$7.13M	Buy	102,674 +489	+0.5%	+$33.6K	1.46%	10
2025 Q3	$6.96M	Buy	102,185 +2,161	+2%	+$143K	1.46%	10
2025 Q2	$6.4M	Buy	100,024 +4,243	+4%	+$259K	1.48%	8
2025 Q1	$5.92M	Buy	95,781 +3,893	+4%	+$244K	1.5%	10
2024 Q4	$5.64M	Buy	91,888 +36	+0%	+$2.27K	1.44%	9
2024 Q3	$5.76M	Buy	91,852 +802	+0.9%	+$48.3K	1.49%	8
2024 Q2	$5.25M	Buy	91,050 +2,675	+3%	+$153K	1.45%	8
2024 Q1	$5.13M	Buy	88,375 +3,926	+5%	+$218K	1.47%	8
2023 Q4	$4.55M	Buy	84,449 +886	+1%	+$44.9K	1.5%	10
2023 Q3	$4.14M	Buy	83,563 +949	+1%	+$49.1K	1.87%	9
2023 Q2	$4.26M	Sell	82,614 -64,797	-44%	-$3.26M	2.2%	8
2023 Q1	$7.87M	Buy	147,411 +47,383	+47%	+$2.38M	4.65%	4
2022 Q4	$5M	Buy	100,028 +3,374	+3%	+$166K	3.39%	3
2022 Q3	$4.3M	Sell	96,654 -213	-0.2%	-$10.5K	2.65%	6
2022 Q2	$4.62M	Sell	96,867 -50,544	-34%	-$2.55M	2.58%	6
2022 Q1	$7.87M	Sell	147,411 -6,363	-4%	-$340K	3.4%	5
2021 Q4	$8.55M	Buy	153,774 +32,271	+27%	+$1.72M	3.69%	5
2021 Q3	$6.1M	Buy	121,503 +6,815	+6%	+$353K	3.5%	4
2021 Q2	$5.76M	Buy	114,688 +5,854	+5%	+$294K	3.17%	5
2021 Q1	$5.25M	Buy	108,834 +47,935	+79%	+$2.22M	3.26%	6
2020 Q4	$2.73M	Buy	60,899 +4,654	+8%	+$198K	2.15%	11
2020 Q3	$2.19M	Buy	56,245 +3,867	+7%	+$154K	2.04%	11
2020 Q2	$1.97M	Buy	52,378 +7,838	+18%	+$285K	2.58%	9
2020 Q1	$1.62M	Sell	44,540 -9,002	-17%	-$352K	2.93%	9
2019 Q4	$2.25M	Buy	+53,542	New	+$2.17M	2.14%	14

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

Professional Financial Advisors's DGRO Position: Q2 2026 in Review

Professional Financial Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.5% in Q2 2026, buying an estimated $440K and bringing the position to 115,292 shares worth $8.74M. The position accounts for 1.51% of the portfolio, ranked #10.

Professional Financial Advisors first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Professional Financial Advisors held 115,292 shares of iShares Core Dividend Growth ETF worth $8.74M as of Q2 2026.
Professional Financial Advisors bought 5,964 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $440K.
iShares Core Dividend Growth ETF made up 1.51% of Professional Financial Advisors's portfolio in Q2 2026, its #10 holding.
Professional Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.