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

Prota Financial’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 		$8.68M Sell
114,115
-39,486
-26% -$2.91M 5.72% 4
2026
Q1 		$10.8M Buy
153,601
+11,351
+8% +$814K 7.81% 2
2025
Q4 		$9.88M Buy
+142,250
New +$9.78M 7.11% 6

Other funds holding DGRO

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Prota Financial's DGRO Position: Q2 2026 in Review

Prota Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 26% in Q2 2026, selling an estimated $2.91M and leaving 114,115 shares worth $8.68M. The position accounts for 5.72% of the portfolio, ranked #4.

Prota Financial first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8M in Q1 2026. 395 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Prota Financial held 114,115 shares of iShares Core Dividend Growth ETF worth $8.68M as of Q2 2026.
  • Prota Financial sold 39,486 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.91M.
  • iShares Core Dividend Growth ETF made up 5.72% of Prota Financial's portfolio in Q2 2026, its #4 holding.
  • Prota Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's iShares Core Dividend Growth ETF position peaked at $10.8M in Q1 2026.
  • 395 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.