Rik Saylor Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Rik Saylor Financial’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	$758K	Sell	10,003 -221	-2%	-$16.3K	0.5%	57
2026 Q1	$718K	Buy	10,224 +18	+0.2%	+$1.29K	0.55%	57
2025 Q4	$708K	Sell	10,206 -78	-0.8%	-$5.36K	0.52%	54
2025 Q3	$700K	Sell	10,284 -49	-0.5%	-$3.24K	0.51%	56
2025 Q2	$661K	Sell	10,333 -17	-0.2%	-$1.04K	0.51%	55
2025 Q1	$639K	Buy	10,350 +5	+0%	+$313	0.56%	51
2024 Q4	$635K	Buy	+10,345	New	+$653K	0.59%	52

Other funds holding DGRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Rik Saylor Financial's DGRO Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.2% in Q2 2026, selling an estimated $16.3K and leaving 10,003 shares worth $758K. The position accounts for 0.5% of the portfolio, ranked #57.

Rik Saylor Financial first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Rik Saylor Financial held 10,003 shares of iShares Core Dividend Growth ETF worth $758K as of Q2 2026.
Rik Saylor Financial sold 221 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $16.3K.
iShares Core Dividend Growth ETF made up 0.5% of Rik Saylor Financial's portfolio in Q2 2026, its #57 holding.
Rik Saylor Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
799 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.