Roble Belko & Company’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Roble Belko & Company’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	$0	Buy	5 +1	+25%	+$74	﹤0.01%	456
2026 Q1	$0	Hold	4	–	–	﹤0.01%	461
2025 Q4	$0	Hold	4	–	–	﹤0.01%	465
2025 Q3	$0	Hold	4	–	–	﹤0.01%	447
2025 Q2	$0	Sell	4 -2	-33%	-$122	﹤0.01%	429
2025 Q1	$0	Hold	6	–	–	﹤0.01%	409
2024 Q4	$0	Hold	6	–	–	﹤0.01%	382
2024 Q3	$0	Hold	6	–	–	﹤0.01%	358
2024 Q2	$0	Hold	6	–	–	﹤0.01%	342
2024 Q1	$0	Buy	6 +1	+20%	+$56	﹤0.01%	327
2023 Q4	$0	Buy	+5	New	+$254	﹤0.01%	325

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 22.9% 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

Roble Belko & Company's DGRO Position: Q2 2026 in Review

Roble Belko & Company increased its iShares Core Dividend Growth ETF (DGRO) stake by 25% in Q2 2026, buying an estimated $74 and bringing the position to 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Roble Belko & Company first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Roble Belko & Company held 5 shares of iShares Core Dividend Growth ETF worth $0 as of Q2 2026.
Roble Belko & Company bought 1 iShares Core Dividend Growth ETF share in Q2 2026, an estimated $74.
iShares Core Dividend Growth ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #456 holding.
Roble Belko & Company first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.