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Regent Peak Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Regent Peak Wealth 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 		$25.4M Buy
334,542
+5,589
+2% +$412K 4.69% 4
2026
Q1 		$23.1M Sell
328,953
-26,171
-7% -$1.88M 4.71% 5
2025
Q4 		$24.7M Sell
355,124
-327
-0.1% -$22.5K 4.86% 4
2025
Q3 		$24.2M Buy
+355,451
New +$23.5M 4.85% 4
2025
Q1 		$21.1M Buy
341,452
+6,876
+2% +$431K 4.98% 5
2024
Q4 		$20.5M Buy
334,576
+96,186
+40% +$6.07M 4.61% 5
2024
Q3 		$14.9M Buy
238,390
+17,061
+8% +$1.03M 3.43% 7
2024
Q2 		$12.8M Buy
221,329
+31,752
+17% +$1.81M 2.92% 9
2024
Q1 		$11M Buy
189,577
+10,105
+6% +$561K 2.8% 11
2023
Q4 		$9.66M Buy
179,472
+32,492
+22% +$1.65M 2.62% 13
2023
Q3 		$7.28M Buy
146,980
+3,081
+2% +$160K 2.22% 13
2023
Q2 		$7.42M Sell
143,899
-20,153
-12% -$1.01M 2.16% 13
2023
Q1 		$8.2M Buy
164,052
+37,078
+29% +$1.86M 2.54% 11
2022
Q4 		$6.35M Buy
126,974
+6,097
+5% +$299K 2.08% 12
2022
Q3 		$5.38M Buy
120,877
+5,247
+5% +$258K 1.89% 13
2022
Q2 		$5.51M Sell
115,630
-6,728
-5% -$339K 1.8% 12
2022
Q1 		$6.54M Sell
122,358
-11,139
-8% -$595K 1.87% 14
2021
Q4 		$7.42M Buy
133,497
+2,513
+2% +$134K 2.02% 14
2021
Q3 		$6.58M Buy
130,984
+673
+0.5% +$34.9K 1.89% 14
2021
Q2 		$6.73M Buy
130,311
+21,118
+19% +$1.06M 1.88% 14
2021
Q1 		$5.27M Buy
109,193
+5,788
+6% +$268K 1.73% 13
2020
Q4 		$4.63M Buy
103,405
+1,839
+2% +$78.2K 1.55% 13
2020
Q3 		$4.04M Buy
101,566
+510
+0.5% +$20.3K 1.72% 13
2020
Q2 		$3.8M Buy
101,056
+5,496
+6% +$200K 1.72% 14
2020
Q1 		$3.11M Buy
95,560
+10,569
+12% +$413K 1.73% 14
2019
Q4 		$3.58M Buy
+84,991
New +$3.44M 1.63% 14

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Regent Peak Wealth Advisors's DGRO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.7% in Q2 2026, buying an estimated $412K and bringing the position to 334,542 shares worth $25.4M. The position accounts for 4.69% of the portfolio, ranked #4.

Regent Peak Wealth Advisors first reported a position in DGRO in Q4 2019 and has held it in 26 quarters since. 235 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Regent Peak Wealth Advisors held 334,542 shares of iShares Core Dividend Growth ETF worth $25.4M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 5,589 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $412K.
  • iShares Core Dividend Growth ETF made up 4.69% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.