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

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 22.9% 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

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. 1,352 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.
1,352 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.