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

Roxbury 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 		$905K Buy
11,944
+16
+0.1% +$1.18K 0.72% 41
2026
Q1 		$837K Buy
11,928
+40
+0.3% +$2.87K 0.75% 39
2025
Q4 		$825K Sell
11,888
-610
-5% -$41.9K 0.74% 39
2025
Q3 		$851K Sell
12,498
-270
-2% -$17.8K 0.79% 38
2025
Q2 		$816K Buy
12,768
+1,453
+13% +$88.6K 0.8% 36
2025
Q1 		$726K Buy
11,315
+471
+4% +$29.5K 0.71% 41
2024
Q4 		$704K Buy
+10,844
New +$684K 0.68% 44

Other funds holding DGRO

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Roxbury Financial's DGRO Position: Q2 2026 in Review

Roxbury Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.13% in Q2 2026, buying an estimated $1.18K and bringing the position to 11,944 shares worth $905K. The position accounts for 0.72% of the portfolio, ranked #41.

Roxbury Financial first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Roxbury Financial held 11,944 shares of iShares Core Dividend Growth ETF worth $905K as of Q2 2026.
  • Roxbury Financial bought 16 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.18K.
  • iShares Core Dividend Growth ETF made up 0.72% of Roxbury Financial's portfolio in Q2 2026, its #41 holding.
  • Roxbury Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.