River Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

River Wealth 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	$873K	Sell	11,515 -680	-6%	-$50.2K	0.09%	119
2026 Q1	$856K	Hold	12,195	–	–	0.1%	117
2025 Q4	$847K	Sell	12,195 -1,007	-8%	-$69.2K	0.09%	118
2025 Q3	$899K	Buy	13,202 +5,102	+63%	+$337K	0.11%	119
2025 Q2	$518K	Sell	8,100 -250	-3%	-$15.2K	0.06%	151
2025 Q1	$516K	Sell	8,350 -350	-4%	-$21.9K	0.07%	147
2024 Q4	$534K	Sell	8,700 -559	-6%	-$35.3K	0.07%	149
2024 Q3	$580K	Sell	9,259 -800	-8%	-$48.2K	0.08%	141
2024 Q2	$579K	Buy	10,059 +1,480	+17%	+$84.5K	0.08%	132
2024 Q1	$498K	Hold	8,579	–	–	0.07%	142
2023 Q4	$462K	Buy	+8,579	New	+$435K	0.07%	146

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

River Wealth Advisors's DGRO Position: Q2 2026 in Review

River Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 5.6% in Q2 2026, selling an estimated $50.2K and leaving 11,515 shares worth $873K. The position accounts for 0.09% of the portfolio, ranked #119.

River Wealth Advisors first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $899K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

River Wealth Advisors held 11,515 shares of iShares Core Dividend Growth ETF worth $873K as of Q2 2026.
River Wealth Advisors sold 680 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $50.2K.
iShares Core Dividend Growth ETF made up 0.09% of River Wealth Advisors's portfolio in Q2 2026, its #119 holding.
River Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
River Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $899K in Q3 2025.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.