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

Redwood 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	$620K	Sell	8,183 -67	-0.8%	-$4.94K	0.34%	80
2026 Q1	$579K	Sell	8,250 -313	-4%	-$22.4K	0.38%	73
2025 Q4	$594K	Sell	8,563 -1,195	-12%	-$82.2K	0.38%	79
2025 Q3	$664K	Sell	9,758 -361	-4%	-$23.9K	0.42%	65
2025 Q2	$647K	Sell	10,119 -487	-5%	-$29.7K	0.44%	61
2025 Q1	$655K	Sell	10,606 -50	-0.5%	-$3.13K	0.5%	55
2024 Q4	$654K	Sell	10,656 -382	-3%	-$24.1K	0.49%	55
2024 Q3	$692K	Sell	11,038 -442	-4%	-$26.6K	0.54%	51
2024 Q2	$661K	Sell	11,480 -2,330	-17%	-$133K	0.56%	51
2024 Q1	$802K	Sell	13,810 -4,754	-26%	-$264K	0.7%	42
2023 Q4	$999K	Sell	18,564 -4,491	-19%	-$228K	0.97%	30
2023 Q3	$1.14M	Sell	23,055 -3,121	-12%	-$162K	1.21%	21
2023 Q2	$1.35M	Buy	26,176 +520	+2%	+$26.2K	1.26%	18
2023 Q1	$1.28M	Sell	25,656 -1,208	-4%	-$60.7K	1.3%	18
2022 Q4	$1.34M	Buy	26,864 +1,689	+7%	+$82.9K	1.53%	13
2022 Q3	$1.12M	Buy	25,175 +224	+0.9%	+$11K	1.28%	20
2022 Q2	$1.19M	Buy	24,951 +122	+0.5%	+$6.15K	1.3%	19
2022 Q1	$1.33M	Buy	+24,829	New	+$1.33M	1.23%	18

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

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

Redwood Financial Network reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.81% in Q2 2026, selling an estimated $4.94K and leaving 8,183 shares worth $620K. The position accounts for 0.34% of the portfolio, ranked #80.

Redwood Financial Network first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.35M in Q2 2023. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Redwood Financial Network held 8,183 shares of iShares Core Dividend Growth ETF worth $620K as of Q2 2026.
Redwood Financial Network sold 67 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $4.94K.
iShares Core Dividend Growth ETF made up 0.34% of Redwood Financial Network's portfolio in Q2 2026, its #80 holding.
Redwood Financial Network first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
Redwood Financial Network's iShares Core Dividend Growth ETF position peaked at $1.35M in Q2 2023.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.