Ridgecrest Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ridgecrest Wealth Partners’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	$13.8M	Buy	181,702 +2,502	+1%	+$185K	6.64%	3
2026 Q1	$12.6M	Buy	179,200 +6,796	+4%	+$487K	6.94%	3
2025 Q4	$12M	Sell	172,404 -63,475	-27%	-$4.36M	6.49%	4
2025 Q3	$16.1M	Sell	235,879 -1,258	-0.5%	-$83.1K	7.26%	3
2025 Q2	$15.2M	Buy	237,137 +3,589	+2%	+$219K	8%	2
2025 Q1	$14.4M	Buy	233,548 +5,079	+2%	+$318K	7.56%	2
2024 Q4	$14M	Sell	228,469 -34	-0%	-$2.15K	7.6%	2
2024 Q3	$14.3M	Sell	228,503 -7,795	-3%	-$470K	7.47%	2
2024 Q2	$13.6M	Buy	236,298 +4,150	+2%	+$237K	8.19%	2
2024 Q1	$13.5M	Sell	232,148 -14,024	-6%	-$779K	8.02%	2
2023 Q4	$13.2M	Buy	246,172 +4,988	+2%	+$253K	8.75%	2
2023 Q3	$11.9M	Buy	241,184 +10,935	+5%	+$566K	8.38%	2
2023 Q2	$11.9M	Sell	230,249 -457	-0.2%	-$23K	7.84%	2
2023 Q1	$11.5M	Buy	230,706 +14,733	+7%	+$740K	8.22%	2
2022 Q4	$10.8M	Buy	215,973 +11,603	+6%	+$570K	8.2%	2
2022 Q3	$9.09M	Buy	204,370 +21,098	+12%	+$1.04M	7.41%	2
2022 Q2	$8.73M	Buy	183,272 +70,349	+62%	+$3.55M	6.35%	2
2022 Q1	$6.03M	Buy	112,923 +57,518	+104%	+$3.07M	3.83%	4
2021 Q4	$3.08M	Buy	55,405 +8,212	+17%	+$438K	1.5%	18
2021 Q3	$2.37M	Buy	47,193 +14,760	+46%	+$765K	1.29%	20
2021 Q2	$1.63M	Buy	+32,433	New	+$1.63M	1.02%	27

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

Ridgecrest Wealth Partners's DGRO Position: Q2 2026 in Review

Ridgecrest Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.4% in Q2 2026, buying an estimated $185K and bringing the position to 181,702 shares worth $13.8M. The position accounts for 6.64% of the portfolio, ranked #3.

Ridgecrest Wealth Partners first reported a position in DGRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.1M in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Ridgecrest Wealth Partners held 181,702 shares of iShares Core Dividend Growth ETF worth $13.8M as of Q2 2026.
Ridgecrest Wealth Partners bought 2,502 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $185K.
iShares Core Dividend Growth ETF made up 6.64% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #3 holding.
Ridgecrest Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's iShares Core Dividend Growth ETF position peaked at $16.1M in Q3 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.