Rialto Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Rialto Wealth Management’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	$20.2K	Hold	267	–	–	﹤0.01%	429
2026 Q1	$18.7K	Hold	267	–	–	﹤0.01%	392
2025 Q4	$18.5K	Sell	267 -88	-25%	-$6.05K	﹤0.01%	372
2025 Q3	$24.2K	Sell	355 -122	-26%	-$8.06K	0.01%	335
2025 Q2	$30.5K	Hold	477	–	–	0.01%	307
2025 Q1	$29.5K	Sell	477 -57	-11%	-$3.57K	0.01%	305
2024 Q4	$32.8K	Buy	+534	New	+$33.7K	0.01%	290

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

Rialto Wealth Management's DGRO Position: Q2 2026 in Review

Rialto Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 267 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Rialto Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.8K in Q4 2024. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Rialto Wealth Management held 267 shares of iShares Core Dividend Growth ETF worth $20.2K as of Q2 2026.
Rialto Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #429 holding.
Rialto Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares Core Dividend Growth ETF position peaked at $32.8K in Q4 2024.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.