Resonant Capital Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Resonant Capital 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	$953K	Hold	12,579	–	–	0.05%	192
2026 Q1	$883K	Hold	12,579	–	–	0.05%	186
2025 Q4	$873K	Sell	12,579 -1,279	-9%	-$87.9K	0.05%	176
2025 Q3	$943K	Buy	+13,858	New	+$916K	0.06%	171

Other funds holding DGRO

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

Resonant Capital Advisors's DGRO Position: Q2 2026 in Review

Resonant Capital Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 12,579 shares worth $953K. The position accounts for 0.05% of the portfolio, ranked #192.

Resonant Capital Advisors first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Resonant Capital Advisors held 12,579 shares of iShares Core Dividend Growth ETF worth $953K as of Q2 2026.
Resonant Capital Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.05% of Resonant Capital Advisors's portfolio in Q2 2026, its #192 holding.
Resonant Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
851 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.