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

RVW Wealth’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 		$4.13M Sell
54,548
-734
-1% -$54.1K 0.27% 46
2026
Q1 		$3.88M Sell
55,282
-299
-0.5% -$21.4K 0.3% 44
2025
Q4 		$3.86M Sell
55,581
-5,340
-9% -$367K 0.29% 43
2025
Q3 		$4.15M Sell
60,921
-772
-1% -$51K 0.32% 42
2025
Q2 		$3.94M Buy
61,693
+58,049
+1,593% +$3.54M 0.33% 41
2025
Q1 		$225K Sell
3,644
-119
-3% -$7.46K 0.02% 152
2024
Q4 		$231K Sell
3,763
-8,043
-68% -$507K 0.02% 134
2024
Q3 		$740K Sell
11,806
-2
-0% -$121 0.07% 74
2024
Q2 		$680K Hold
11,808
– – 0.07% 75
2024
Q1 		$686K Buy
11,808
+1,307
+12% +$72.6K 0.07% 79
2023
Q4 		$565K Sell
10,501
-643
-6% -$32.6K 0.06% 87
2023
Q3 		$552K Hold
11,144
– – 0.07% 86
2023
Q2 		$574K Sell
11,144
-1,302
-10% -$65.5K 0.07% 91
2023
Q1 		$622K Sell
12,446
-8,055
-39% -$404K 0.08% 87
2022
Q4 		$1.03M Sell
20,501
-42,990
-68% -$2.11M 0.13% 75
2022
Q3 		$2.82M Buy
63,491
+39,050
+160% +$1.92M 0.4% 47
2022
Q2 		$1.16M Buy
24,441
+13,396
+121% +$675K 0.16% 72
2022
Q1 		$590K Hold
11,045
– – 0.07% 86
2021
Q4 		$614K Sell
11,045
-1,106
-9% -$59K 0.07% 84
2021
Q3 		$1M Buy
12,151
+1,106
+10% +$57.3K 0.12% 64
2021
Q2 		$1M Buy
11,045
+126
+1% +$6.32K 0.13% 60
2021
Q1 		$1M Hold
10,919
– – 0.13% 67
2020
Q4 		$1M Hold
10,919
– – 0.15% 60
2020
Q3 		$434K Hold
10,919
– – 0.07% 76
2020
Q2 		$411K Buy
10,919
+3,931
+56% +$143K 0.08% 76
2020
Q1 		$228K Buy
6,988
+830
+13% +$32.5K 0.05% 87
2019
Q4 		$259K Buy
6,158
+94
+2% +$3.8K 0.06% 70
2019
Q3 		$237K Hold
6,064
– – 0.06% 74
2019
Q2 		$232K Hold
6,064
– – 0.06% 59
2019
Q1 		$223K Buy
+6,064
New +$216K 0.06% 59

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

RVW Wealth's DGRO Position: Q2 2026 in Review

RVW Wealth reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q2 2026, selling an estimated $54.1K and leaving 54,548 shares worth $4.13M. The position accounts for 0.27% of the portfolio, ranked #46.

RVW Wealth first reported a position in DGRO in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.15M in Q3 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • RVW Wealth held 54,548 shares of iShares Core Dividend Growth ETF worth $4.13M as of Q2 2026.
  • RVW Wealth sold 734 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $54.1K.
  • iShares Core Dividend Growth ETF made up 0.27% of RVW Wealth's portfolio in Q2 2026, its #46 holding.
  • RVW Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • RVW Wealth's iShares Core Dividend Growth ETF position peaked at $4.15M in Q3 2025.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.