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

Regal 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	$518K	Buy	6,836 +283	+4%	+$20.9K	0.03%	456
2026 Q1	$460K	Buy	6,553 +730	+13%	+$52.3K	0.03%	450
2025 Q4	$404K	Sell	5,823 -4,747	-45%	-$326K	0.02%	459
2025 Q3	$720K	Sell	10,570 -13,958	-57%	-$922K	0.05%	320
2025 Q2	$1.57M	Buy	+24,528	New	+$1.5M	0.12%	183
2025 Q1	–	Sell	-12,936	Closed	-$794K	–	469
2024 Q4	$794K	Sell	12,936 -9,071	-41%	-$572K	0.06%	254
2024 Q3	$1.38M	Buy	22,007 +15,294	+228%	+$922K	0.1%	211
2024 Q2	$387K	Buy	6,713 +8	+0.1%	+$457	0.03%	402
2024 Q1	$389K	Sell	6,705 -134	-2%	-$7.44K	0.03%	406
2023 Q4	$368K	Sell	6,839 -541	-7%	-$27.4K	0.03%	379
2023 Q3	$366K	Buy	7,380 +15	+0.2%	+$777	0.03%	352
2023 Q2	$380K	Sell	7,365 -952	-11%	-$47.9K	0.03%	343
2023 Q1	$416K	Sell	8,317 -4,571	-35%	-$230K	0.04%	316
2022 Q4	$644K	Sell	12,888 -1,813	-12%	-$89K	0.06%	236
2022 Q3	$654K	Sell	14,701 -203	-1%	-$9.99K	0.07%	227
2022 Q2	$710K	Buy	14,904 +267	+2%	+$13.5K	0.07%	232
2022 Q1	$781K	Sell	14,637 -1,072	-7%	-$57.2K	0.07%	249
2021 Q4	$873K	Sell	15,709 -297	-2%	-$15.8K	0.08%	262
2021 Q3	$804K	Buy	16,006 +6,586	+70%	+$341K	0.08%	266
2021 Q2	$474K	Buy	+9,420	New	+$473K	0.05%	341
2017 Q3	–	Sell	-8,435	Closed	-$264K	–	282
2017 Q2	$264K	Buy	8,435 +1,162	+16%	+$35.9K	0.07%	224
2017 Q1	$221K	Buy	+7,273	New	+$218K	0.06%	241
2015 Q4	–	Sell	-1,160	Closed	-$28K	–	405
2015 Q3	$28K	Hold	1,160	–	–	0.01%	501
2015 Q2	$29K	Buy	+1,160	New	+$30.8K	0.01%	509

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

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

Regal Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.3% in Q2 2026, buying an estimated $20.9K and bringing the position to 6,836 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #456.

Regal Investment Advisors first reported a position in DGRO in Q2 2015 and has held it in 24 quarters since. The position peaked at $1.57M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Regal Investment Advisors held 6,836 shares of iShares Core Dividend Growth ETF worth $518K as of Q2 2026.
Regal Investment Advisors bought 283 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $20.9K.
iShares Core Dividend Growth ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #456 holding.
Regal Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2015 and has held it in 24 quarters since.
Regal Investment Advisors's iShares Core Dividend Growth ETF position peaked at $1.57M in Q2 2025.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.