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

RDA Financial Network’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 		$436K Buy
5,756
+16
+0.3% +$1.18K 0.1% 182
2026
Q1 		$403K Sell
5,740
-73
-1% -$5.23K 0.1% 185
2025
Q4 		$404K Sell
5,813
-2,708
-32% -$186K 0.1% 176
2025
Q3 		$580K Sell
8,521
-6,110
-42% -$404K 0.14% 137
2025
Q2 		$935K Buy
14,631
+9,386
+179% +$572K 0.25% 105
2025
Q1 		$324K Sell
5,245
-1,470
-22% -$92.1K 0.1% 182
2024
Q4 		$412K Sell
6,715
-1,339
-17% -$84.5K 0.12% 153
2024
Q3 		$505K Buy
8,054
+2,122
+36% +$128K 0.16% 139
2024
Q2 		$342K Sell
5,932
-80
-1% -$4.57K 0.11% 167
2024
Q1 		$349K Sell
6,012
-70
-1% -$3.89K 0.12% 164
2023
Q4 		$327K Sell
6,082
-518
-8% -$26.3K 0.12% 165
2023
Q3 		$327K Sell
6,600
-904
-12% -$46.8K 0.14% 151
2023
Q2 		$387K Buy
7,504
+176
+2% +$8.85K 0.16% 132
2023
Q1 		$366K Buy
7,328
+228
+3% +$11.4K 0.17% 133
2022
Q4 		$355K Buy
7,100
+1,474
+26% +$72.4K 0.18% 134
2022
Q3 		$250K Buy
5,626
+189
+3% +$9.3K 0.14% 158
2022
Q2 		$259K Buy
5,437
+1,679
+45% +$84.7K 0.13% 159
2022
Q1 		$201K Buy
3,758
+98
+3% +$5.23K 0.08% 213
2021
Q4 		$203K Buy
+3,660
New +$195K 0.08% 209

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

RDA Financial Network's DGRO Position: Q2 2026 in Review

RDA Financial Network increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.28% in Q2 2026, buying an estimated $1.18K and bringing the position to 5,756 shares worth $436K. The position accounts for 0.1% of the portfolio, ranked #182.

RDA Financial Network first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $935K in Q2 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • RDA Financial Network held 5,756 shares of iShares Core Dividend Growth ETF worth $436K as of Q2 2026.
  • RDA Financial Network bought 16 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.18K.
  • iShares Core Dividend Growth ETF made up 0.1% of RDA Financial Network's portfolio in Q2 2026, its #182 holding.
  • RDA Financial Network first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • RDA Financial Network's iShares Core Dividend Growth ETF position peaked at $935K in Q2 2025.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.