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

RWA Wealth Partners’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	$1.67M	Buy	22,054 +769	+4%	+$56.7K	0.02%	289
2026 Q1	$1.49M	Buy	21,285 +1,220	+6%	+$87.5K	0.02%	290
2025 Q4	$1.39M	Sell	20,065 -3,308	-14%	-$227K	0.02%	305
2025 Q3	$1.59M	Buy	23,373 +1,224	+6%	+$80.9K	0.02%	291
2025 Q2	$1.42M	Sell	22,149 -1,550	-7%	-$94.5K	0.02%	286
2025 Q1	$1.46M	Buy	23,699 +1,500	+7%	+$94K	0.02%	272
2024 Q4	$1.36M	Sell	22,199 -825	-4%	-$52K	0.02%	283
2024 Q3	$1.44M	Sell	23,024 -340	-1%	-$20.5K	0.02%	279
2024 Q2	$1.35M	Sell	23,364 -787	-3%	-$45K	0.02%	274
2024 Q1	$1.4M	Buy	24,151 +3,600	+18%	+$200K	0.02%	270
2023 Q4	$1.11M	Buy	20,551 +12,349	+151%	+$626K	0.02%	278
2023 Q3	$406K	Hold	8,202	–	–	0.01%	292
2023 Q2	$423K	Buy	8,202 +750	+10%	+$37.7K	0.01%	245
2023 Q1	$373K	Hold	7,452	–	–	0.01%	192
2022 Q4	$381K	Sell	7,452 -11,815	-61%	-$580K	0.01%	198
2022 Q3	$857K	Sell	19,267 -7,013	-27%	-$345K	0.06%	132
2022 Q2	$1.25M	Buy	26,280 +12,685	+93%	+$640K	0.08%	114
2022 Q1	$726K	Buy	13,595 +2,429	+22%	+$130K	0.05%	145
2021 Q4	$621K	Hold	11,166	–	–	0.04%	157
2021 Q3	$561K	Buy	11,166 +1,000	+10%	+$51.8K	0.04%	161
2021 Q2	$512K	Sell	10,166 -43	-0.4%	-$2.16K	0.04%	163
2021 Q1	$493K	Buy	10,209 +388	+4%	+$17.9K	0.04%	161
2020 Q4	$440K	Sell	9,821 -145	-1%	-$6.17K	0.04%	164
2020 Q3	$397K	Hold	9,966	–	–	0.04%	160
2020 Q2	$375K	Buy	9,966 +848	+9%	+$30.8K	0.05%	158
2020 Q1	$297K	Sell	9,118 -25,020	-73%	-$979K	0.04%	162
2019 Q4	$1.44M	Hold	34,138	–	–	0.14%	100
2019 Q3	$1.34M	Hold	34,138	–	–	0.14%	104
2019 Q2	$1.3M	Sell	34,138 -53	-0.2%	-$1.99K	0.14%	100
2019 Q1	$1.26M	Buy	34,191 +6,860	+25%	+$244K	0.14%	105
2018 Q4	$907K	Buy	+27,331	New	+$961K	0.12%	114

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 22.96% 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

RWA Wealth Partners's DGRO Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.6% in Q2 2026, buying an estimated $56.7K and bringing the position to 22,054 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #289.

RWA Wealth Partners first reported a position in DGRO in Q4 2018 and has held it in 31 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

RWA Wealth Partners held 22,054 shares of iShares Core Dividend Growth ETF worth $1.67M as of Q2 2026.
RWA Wealth Partners bought 769 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $56.7K.
iShares Core Dividend Growth ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #289 holding.
RWA Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.