Samalin Investment Counsel’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Samalin Investment Counsel’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	$5.12M	Buy	67,588 +287	+0.4%	+$21.2K	1.6%	6
2026 Q1	$4.72M	Sell	67,301 -1,621	-2%	-$116K	1.67%	5
2025 Q4	$4.78M	Buy	68,922 +3,271	+5%	+$225K	1.7%	7
2025 Q3	$4.47M	Buy	65,651 +2,501	+4%	+$165K	1.54%	9
2025 Q2	$4.04M	Buy	63,150 +7,925	+14%	+$483K	1.55%	9
2025 Q1	$3.41M	Buy	55,225 +7,176	+15%	+$450K	1.38%	6
2024 Q4	$2.95M	Buy	48,049 +3,056	+7%	+$193K	1.26%	10
2024 Q3	$2.82M	Sell	44,993 -172	-0.4%	-$10.4K	1.23%	13
2024 Q2	$2.6M	Buy	45,165 +1,561	+4%	+$89.2K	1.22%	14
2024 Q1	$2.53M	Buy	43,604 +554	+1%	+$30.8K	1.21%	12
2023 Q4	$2.32M	Buy	43,050 +808	+2%	+$41K	1.17%	12
2023 Q3	$2.09M	Buy	42,242 +9,709	+30%	+$503K	1.2%	15
2023 Q2	$1.68M	Buy	32,533 +2,359	+8%	+$119K	0.91%	27
2023 Q1	$1.51M	Buy	30,174 +1,685	+6%	+$84.6K	0.91%	27
2022 Q4	$1.42M	Sell	28,489 -102	-0.4%	-$5.01K	0.9%	27
2022 Q3	$1.27M	Buy	28,591 +539	+2%	+$26.5K	0.93%	26
2022 Q2	$1.34M	Buy	28,052 +1,945	+7%	+$98.1K	0.94%	28
2022 Q1	$1.39M	Buy	26,107 +432	+2%	+$23.1K	0.85%	30
2021 Q4	$1.43M	Buy	25,675 +1,483	+6%	+$79.1K	0.86%	26
2021 Q3	$1.22M	Buy	24,192 +1,090	+5%	+$56.5K	0.79%	28
2021 Q2	$1.16M	Sell	23,102 -5,930	-20%	-$298K	0.75%	27
2021 Q1	$1.4M	Buy	29,032 +4,460	+18%	+$206K	0.94%	22
2020 Q4	$1.1M	Buy	24,572 +9,524	+63%	+$405K	0.83%	24
2020 Q3	$599K	Buy	15,048 +544	+4%	+$21.6K	0.53%	43
2020 Q2	$545K	Buy	+14,504	New	+$527K	0.57%	43
2020 Q1	–	Sell	-286	Closed	-$12K	–	225
2019 Q4	$12K	Buy	+286	New	+$11.6K	0.01%	422

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Samalin Investment Counsel's DGRO Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.43% in Q2 2026, buying an estimated $21.2K and bringing the position to 67,588 shares worth $5.12M. The position accounts for 1.6% of the portfolio, ranked #6.

Samalin Investment Counsel first reported a position in DGRO in Q4 2019 and has held it in 26 quarters since. 581 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Samalin Investment Counsel held 67,588 shares of iShares Core Dividend Growth ETF worth $5.12M as of Q2 2026.
Samalin Investment Counsel bought 287 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $21.2K.
iShares Core Dividend Growth ETF made up 1.6% of Samalin Investment Counsel's portfolio in Q2 2026, its #6 holding.
Samalin Investment Counsel first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 26 quarters since.
581 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.