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

Prosperity Financial 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 		$279K Buy
3,675
+482
+15% +$35.6K 0.09% 160
2026
Q1 		$224K Buy
3,193
+152
+5% +$10.9K 0.08% 171
2025
Q4 		$211K Buy
+3,041
New +$209K 0.08% 170
2025
Q2 		– Sell
-3,673
Closed -$227K – 171
2025
Q1 		$227K Buy
3,673
+178
+5% +$11.2K 0.11% 139
2024
Q4 		$214K Buy
3,495
+236
+7% +$14.9K 0.11% 152
2024
Q3 		$204K Buy
+3,259
New +$196K 0.11% 142

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Prosperity Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 15% in Q2 2026, buying an estimated $35.6K and bringing the position to 3,675 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #160.

Prosperity Financial Group first reported a position in DGRO in Q3 2024 and has held it in 6 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Prosperity Financial Group held 3,675 shares of iShares Core Dividend Growth ETF worth $279K as of Q2 2026.
  • Prosperity Financial Group bought 482 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $35.6K.
  • iShares Core Dividend Growth ETF made up 0.09% of Prosperity Financial Group's portfolio in Q2 2026, its #160 holding.
  • Prosperity Financial Group first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.