Prospera Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Prospera Financial Services’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	$23.5M	Buy	310,091 +2,493	+0.8%	+$184K	0.34%	59
2026 Q1	$21.6M	Buy	307,598 +27,516	+10%	+$1.97M	0.35%	56
2025 Q4	$19.4M	Buy	280,082 +9,616	+4%	+$661K	0.32%	66
2025 Q3	$18.4M	Buy	270,466 +25,503	+10%	+$1.69M	0.31%	68
2025 Q2	$15.7M	Buy	244,963 +54,938	+29%	+$3.35M	0.29%	72
2025 Q1	$11.7M	Buy	190,025 +37,088	+24%	+$2.32M	0.27%	86
2024 Q4	$9.38M	Buy	152,937 +380	+0.2%	+$24K	0.22%	100
2024 Q3	$9.57M	Buy	152,557 +1,415	+0.9%	+$85.3K	0.24%	91
2024 Q2	$8.71M	Sell	151,142 -15,526	-9%	-$887K	0.24%	91
2024 Q1	$9.68M	Sell	166,668 -2,532	-1%	-$141K	0.29%	71
2023 Q4	$9.11M	Sell	169,200 -319	-0.2%	-$16.2K	0.3%	70
2023 Q3	$8.4M	Sell	169,519 -755	-0.4%	-$39.1K	0.32%	65
2023 Q2	$8.78M	Sell	170,274 -19,027	-10%	-$957K	0.34%	64
2023 Q1	$9.46M	Sell	189,301 -4,584	-2%	-$230K	0.39%	46
2022 Q4	$9.69M	Buy	193,885 +58,486	+43%	+$2.87M	0.49%	36
2022 Q3	$6.02M	Buy	135,399 +60,648	+81%	+$2.99M	0.31%	70
2022 Q2	$3.56M	Buy	74,751 +3,348	+5%	+$169K	0.18%	131
2022 Q1	$3.82M	Sell	71,403 -568	-0.8%	-$30.3K	0.16%	150
2021 Q4	$4M	Sell	71,971 -397	-0.5%	-$21.2K	0.17%	141
2021 Q3	$3.64M	Buy	72,368 +2,689	+4%	+$139K	0.18%	141
2021 Q2	$3.51M	Buy	69,679 +1,189	+2%	+$59.7K	0.18%	144
2021 Q1	$3.31M	Buy	68,490 +9,075	+15%	+$420K	0.2%	124
2020 Q4	$2.66M	Buy	59,415 +57,131	+2,501%	+$2.43M	0.18%	135
2020 Q3	$91K	Sell	2,284 -3,162	-58%	-$126K	0.03%	430
2020 Q2	$205K	Buy	+5,446	New	+$198K	0.02%	532
2020 Q1	–	Sell	-13,646	Closed	-$574K	–	534
2019 Q4	$574K	Buy	13,646 +4,449	+48%	+$180K	0.04%	355
2019 Q3	$360K	Buy	+9,197	New	+$354K	0.04%	391

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

Prospera Financial Services's DGRO Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.81% in Q2 2026, buying an estimated $184K and bringing the position to 310,091 shares worth $23.5M. The position accounts for 0.34% of the portfolio, ranked #59.

Prospera Financial Services first reported a position in DGRO in Q3 2019 and has held it in 27 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Prospera Financial Services held 310,091 shares of iShares Core Dividend Growth ETF worth $23.5M as of Q2 2026.
Prospera Financial Services bought 2,493 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $184K.
iShares Core Dividend Growth ETF made up 0.34% of Prospera Financial Services's portfolio in Q2 2026, its #59 holding.
Prospera Financial Services first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 27 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.