Sanchez Wealth Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sanchez Wealth Management Group’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	$386K	Buy	5,092 +10	+0.2%	+$738	0.07%	43
2026 Q1	$357K	Buy	5,082 +11	+0.2%	+$789	0.08%	40
2025 Q4	$352K	Buy	5,071 +162	+3%	+$11.1K	0.08%	40
2025 Q3	$334K	Sell	4,909 -1,108	-18%	-$73.2K	0.07%	39
2025 Q2	$385K	Sell	6,017 -2,462	-29%	-$150K	0.09%	35
2025 Q1	$524K	Sell	8,479 -483	-5%	-$30.3K	0.14%	31
2024 Q4	$550K	Buy	+8,962	New	+$565K	0.15%	32
2023 Q4	–	Sell	-108,382	Closed	-$5.37M	–	38
2023 Q3	$5.37M	Sell	108,382 -373	-0.3%	-$19.3K	2.17%	14
2023 Q2	$5.6M	Buy	108,755 +97	+0.1%	+$4.88K	2.27%	14
2023 Q1	$5.43M	Sell	108,658 -1,418	-1%	-$71.2K	2.39%	14
2022 Q4	$5.5M	Sell	110,076 -52	-0%	-$2.55K	2.7%	14
2022 Q3	$4.9M	Sell	110,128 -3,365	-3%	-$166K	2.67%	13
2022 Q2	$5.41M	Sell	113,493 -402	-0.4%	-$20.3K	2.69%	13
2022 Q1	$6.08M	Buy	113,895 +245	+0.2%	+$13.1K	2.56%	13
2021 Q4	$6.32M	Sell	113,650 -2,685	-2%	-$143K	2.66%	12
2021 Q3	$5.84M	Buy	116,335 +368	+0.3%	+$19.1K	2.62%	13
2021 Q2	$5.84M	Buy	115,967 +341	+0.3%	+$17.1K	2.67%	13
2021 Q1	$5.58M	Sell	115,626 -642	-0.6%	-$29.7K	2.84%	12
2020 Q4	$5.21M	Sell	116,268 -17,560	-13%	-$747K	2.8%	12
2020 Q3	$5.33M	Sell	133,828 -10,927	-8%	-$434K	3.15%	9
2020 Q2	$5.44M	Sell	144,755 -51	-0%	-$1.85K	3.63%	9
2020 Q1	$4.72M	Buy	144,806 +2,572	+2%	+$101K	4.29%	8
2019 Q4	$5.98M	Buy	+142,234	New	+$5.75M	4.34%	9
2018 Q4	–	Sell	-175,358	Closed	-$6.52M	–	25
2018 Q3	$6.52M	Sell	175,358 -1,349	-0.8%	-$49K	6.68%	6
2018 Q2	$6.06M	Buy	176,707 +2,026	+1%	+$69.8K	5.73%	7
2018 Q1	$5.79M	Buy	174,681 +1,815	+1%	+$64.1K	5.85%	7
2017 Q4	$6.14M	Buy	+172,866	New	+$5.83M	6.34%	6

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

Sanchez Wealth Management Group's DGRO Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.2% in Q2 2026, buying an estimated $738 and bringing the position to 5,092 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #43.

Sanchez Wealth Management Group first reported a position in DGRO in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.52M in Q3 2018. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sanchez Wealth Management Group held 5,092 shares of iShares Core Dividend Growth ETF worth $386K as of Q2 2026.
Sanchez Wealth Management Group bought 10 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $738.
iShares Core Dividend Growth ETF made up 0.07% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #43 holding.
Sanchez Wealth Management Group first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 27 quarters since.
Sanchez Wealth Management Group's iShares Core Dividend Growth ETF position peaked at $6.52M in Q3 2018.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.