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

Riverbend 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	$4.32M	Buy	56,964 +3,446	+6%	+$254K	2.17%	7
2026 Q1	$3.76M	Buy	53,518 +1,698	+3%	+$122K	2.15%	8
2025 Q4	$3.6M	Buy	51,820 +977	+2%	+$67.2K	2.23%	9
2025 Q3	$3.46M	Sell	50,843 -739	-1%	-$48.8K	2.42%	9
2025 Q2	$3.3M	Buy	51,582 +399	+0.8%	+$24.3K	2.5%	8
2025 Q1	$3.16M	Sell	51,183 -2,375	-4%	-$149K	2.83%	6
2024 Q4	$3.29M	Buy	+53,558	New	+$3.38M	2.93%	6

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

CWS

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

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

Riverbend Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.4% in Q2 2026, buying an estimated $254K and bringing the position to 56,964 shares worth $4.32M. The position accounts for 2.17% of the portfolio, ranked #7.

Riverbend Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 668 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Riverbend Wealth Management held 56,964 shares of iShares Core Dividend Growth ETF worth $4.32M as of Q2 2026.
Riverbend Wealth Management bought 3,446 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $254K.
iShares Core Dividend Growth ETF made up 2.17% of Riverbend Wealth Management's portfolio in Q2 2026, its #7 holding.
Riverbend Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
668 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.