SWA
DGRO icon

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

Sax Wealth Advisors’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 		$434K Sell
6,184
-658
-10% -$48.5K 0.02% 369
2026
Q1 		$475K Hold
6,842
– – 0.02% 295
2025
Q4 		$475K Sell
6,842
-592
-8% -$40.7K 0.02% 301
2025
Q3 		$506K Sell
7,434
-694
-9% -$45.9K 0.03% 268
2025
Q2 		$520K Sell
8,128
-147
-2% -$8.96K 0.03% 251
2025
Q1 		$511K Buy
8,275
+1,711
+26% +$107K 0.04% 218
2024
Q4 		$403K Buy
6,564
+218
+3% +$13.8K 0.03% 219
2024
Q3 		$398K Buy
6,346
+2,350
+59% +$142K 0.04% 185
2024
Q2 		$230K Buy
+3,996
New +$228K 0.02% 249

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Sax Wealth Advisors's DGRO Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 9.6% in Q2 2026, selling an estimated $48.5K and leaving 6,184 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #369.

Sax Wealth Advisors first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $520K in Q2 2025. 322 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Sax Wealth Advisors held 6,184 shares of iShares Core Dividend Growth ETF worth $434K as of Q2 2026.
  • Sax Wealth Advisors sold 658 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $48.5K.
  • iShares Core Dividend Growth ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #369 holding.
  • Sax Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Sax Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $520K in Q2 2025.
  • 322 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.