Realta Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Realta Investment Advisors’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	$155K	Buy	2,044 +1,638	+403%	+$121K	0.05%	223
2026 Q1	$28.5K	Buy	406 +1	+0.2%	+$72	0.01%	267
2025 Q4	$28.1K	Buy	405 +102	+34%	+$7.01K	0.01%	264
2025 Q3	$20.6K	Buy	303 +1	+0.3%	+$66	0.01%	260
2025 Q2	$19.3K	Buy	302 +200	+196%	+$12.2K	0.01%	255
2025 Q1	$6.29K	Buy	102 +1	+1%	+$63	﹤0.01%	294
2024 Q4	$6.23K	Hold	101	–	–	﹤0.01%	307
2024 Q3	$6.42K	Sell	101 -4,511	-98%	-$272K	﹤0.01%	312
2024 Q2	$266K	Sell	4,612 -78	-2%	-$4.46K	0.05%	331
2024 Q1	$272K	Buy	4,690 +3	+0.1%	+$167	0.06%	334
2023 Q4	$252K	Buy	4,687 +125	+3%	+$6.34K	0.06%	351
2023 Q3	$235K	Sell	4,562 -425	-9%	-$22K	0.05%	347
2023 Q2	$257K	Buy	4,987 +3	+0.1%	+$151	0.06%	342
2023 Q1	$249K	Buy	4,984 +248	+5%	+$12.5K	0.06%	327
2022 Q4	$237K	Buy	4,736 +4	+0.1%	+$196	0.06%	351
2022 Q3	$210K	Sell	4,732 -496	-9%	-$24.4K	0.06%	349
2022 Q2	$251K	Sell	5,228 -97	-2%	-$4.89K	0.06%	301
2022 Q1	$284K	Sell	5,325 -147	-3%	-$7.85K	0.06%	312
2021 Q4	$304K	Buy	5,472 +103	+2%	+$5.5K	0.07%	310
2021 Q3	$270K	Buy	5,369 +3	+0.1%	+$155	0.06%	319
2021 Q2	$270K	Buy	5,366 +553	+11%	+$27.7K	0.06%	310
2021 Q1	$232K	Buy	4,813 +2	+0%	+$92	0.06%	324
2020 Q4	$216K	Buy	+4,811	New	+$205K	0.06%	296
2020 Q1	–	Sell	-2,475	Closed	-$101K	–	549
2019 Q4	$101K	Buy	2,475 +1,650	+200%	+$66.7K	0.03%	495
2019 Q3	$33K	Buy	825 +400	+94%	+$15.4K	0.01%	779
2019 Q2	$16K	Hold	425	–	–	﹤0.01%	1002
2019 Q1	$16K	Buy	+425	New	+$15.1K	0.01%	807

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

Realta Investment Advisors's DGRO Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 403% in Q2 2026, buying an estimated $121K and bringing the position to 2,044 shares worth $155K. The position accounts for 0.05% of the portfolio, ranked #223.

Realta Investment Advisors first reported a position in DGRO in Q1 2019 and has held it in 27 quarters since. The position peaked at $304K in Q4 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Realta Investment Advisors held 2,044 shares of iShares Core Dividend Growth ETF worth $155K as of Q2 2026.
Realta Investment Advisors bought 1,638 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $121K.
iShares Core Dividend Growth ETF made up 0.05% of Realta Investment Advisors's portfolio in Q2 2026, its #223 holding.
Realta Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 27 quarters since.
Realta Investment Advisors's iShares Core Dividend Growth ETF position peaked at $304K in Q4 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.