Rinkey Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Rinkey Investments’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	$354K	Sell	4,677 -627	-12%	-$46.3K	0.08%	92
2026 Q1	$372K	Hold	5,304	–	–	0.1%	85
2025 Q4	$368K	Hold	5,304	–	–	0.09%	95
2025 Q3	$361K	Buy	+5,304	New	+$351K	0.1%	93
2022 Q1	–	Sell	-549	Closed	-$30K	–	89
2021 Q4	$30K	Buy	+549	New	+$29.3K	0.03%	90

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

Rinkey Investments's DGRO Position: Q2 2026 in Review

Rinkey Investments reduced its iShares Core Dividend Growth ETF (DGRO) stake by 12% in Q2 2026, selling an estimated $46.3K and leaving 4,677 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #92.

Rinkey Investments first reported a position in DGRO in Q4 2021 and has held it in 5 quarters since. The position peaked at $372K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Rinkey Investments held 4,677 shares of iShares Core Dividend Growth ETF worth $354K as of Q2 2026.
Rinkey Investments sold 627 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $46.3K.
iShares Core Dividend Growth ETF made up 0.08% of Rinkey Investments's portfolio in Q2 2026, its #92 holding.
Rinkey Investments first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 5 quarters since.
Rinkey Investments's iShares Core Dividend Growth ETF position peaked at $372K in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.