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Ruggaard & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ruggaard & Associates’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 		$2.6M Buy
34,276
+3,634
+12% +$268K 0.93% 21
2026
Q1 		$2.15M Buy
30,642
+1,476
+5% +$106K 0.85% 23
2025
Q4 		$2.02M Sell
29,166
-140
-0.5% -$9.63K 0.8% 23
2025
Q3 		$2M Buy
29,306
+837
+3% +$55.3K 0.75% 23
2025
Q2 		$1.82M Buy
28,469
+8,001
+39% +$488K 0.73% 20
2025
Q1 		$1.26M Buy
20,468
+3,251
+19% +$204K 0.55% 26
2024
Q4 		$1.06M Buy
17,217
+11
+0.1% +$694 0.46% 28
2024
Q3 		$1.08M Buy
17,206
+5,019
+41% +$303K 0.47% 26
2024
Q2 		$702K Buy
12,187
+8,133
+201% +$465K 0.32% 40
2024
Q1 		$235K Buy
+4,054
New +$225K 0.11% 108

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

Ruggaard & Associates's DGRO Position: Q2 2026 in Review

Ruggaard & Associates increased its iShares Core Dividend Growth ETF (DGRO) stake by 12% in Q2 2026, buying an estimated $268K and bringing the position to 34,276 shares worth $2.6M. The position accounts for 0.93% of the portfolio, ranked #21.

Ruggaard & Associates first reported a position in DGRO in Q1 2024 and has held it in 10 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Ruggaard & Associates held 34,276 shares of iShares Core Dividend Growth ETF worth $2.6M as of Q2 2026.
  • Ruggaard & Associates bought 3,634 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $268K.
  • iShares Core Dividend Growth ETF made up 0.93% of Ruggaard & Associates's portfolio in Q2 2026, its #21 holding.
  • Ruggaard & Associates first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.