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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 1,349 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.
  • 1,349 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.