Prosperity Consulting Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Prosperity Consulting 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
2026 Q2	$10.6M	Sell	139,275 -2,089	-1%	-$154K	0.4%	47
2026 Q1	$9.92M	Buy	141,364 +753	+0.5%	+$54K	0.44%	43
2025 Q4	$9.76M	Buy	140,611 +1,543	+1%	+$106K	0.44%	41
2025 Q3	$9.47M	Buy	139,068 +6,055	+5%	+$400K	0.47%	41
2025 Q2	$8.5M	Buy	133,013 +10,042	+8%	+$612K	0.62%	35
2025 Q1	$7.6M	Buy	122,971 +7,803	+7%	+$489K	0.59%	38
2024 Q4	$7.06M	Buy	115,168 +18,743	+19%	+$1.18M	0.53%	40
2024 Q3	$6.04M	Buy	+96,425	New	+$5.81M	0.47%	48

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

Prosperity Consulting Group's DGRO Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.5% in Q2 2026, selling an estimated $154K and leaving 139,275 shares worth $10.6M. The position accounts for 0.4% of the portfolio, ranked #47.

Prosperity Consulting Group first reported a position in DGRO in Q3 2024 and has held it in 8 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Prosperity Consulting Group held 139,275 shares of iShares Core Dividend Growth ETF worth $10.6M as of Q2 2026.
Prosperity Consulting Group sold 2,089 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $154K.
iShares Core Dividend Growth ETF made up 0.4% of Prosperity Consulting Group's portfolio in Q2 2026, its #47 holding.
Prosperity Consulting Group first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.