Schwarz Dygos Wheeler Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Schwarz Dygos Wheeler Investment 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	$27.4M	Buy	362,153 +13,438	+4%	+$991K	5.24%	3
2026 Q1	$24.5M	Buy	348,715 +8,319	+2%	+$596K	5.08%	4
2025 Q4	$23.6M	Buy	340,396 +1,929	+0.6%	+$133K	4.88%	5
2025 Q3	$23M	Buy	338,467 +17,463	+5%	+$1.15M	4.88%	5
2025 Q2	$20.5M	Buy	321,004 +5,536	+2%	+$338K	4.68%	5
2025 Q1	$19.5M	Buy	315,468 +10,223	+3%	+$641K	4.62%	5
2024 Q4	$18.7M	Buy	305,245 +6,767	+2%	+$427K	4.6%	4
2024 Q3	$18.7M	Buy	298,478 +3,387	+1%	+$204K	4.67%	4
2024 Q2	$17M	Buy	295,091 +9,423	+3%	+$538K	4.56%	4
2024 Q1	$16.6M	Buy	285,668 +7,533	+3%	+$418K	4.64%	4
2023 Q4	$15M	Buy	278,135 +2,368	+0.9%	+$120K	4.61%	3
2023 Q3	$13.7M	Buy	275,767 +4,391	+2%	+$227K	4.63%	3
2023 Q2	$14M	Buy	271,376 +1,447	+0.5%	+$72.8K	4.61%	3
2023 Q1	$13.5M	Buy	269,929 +4,293	+2%	+$216K	4.88%	3
2022 Q4	$13.3M	Buy	265,636 +7,089	+3%	+$348K	5.21%	3
2022 Q3	$11.5M	Buy	258,547 +2,016	+0.8%	+$99.2K	5.1%	3
2022 Q2	$12.2M	Buy	256,531 +8,625	+3%	+$435K	4.91%	3
2022 Q1	$13.2M	Buy	247,906 +14,760	+6%	+$788K	4.47%	4
2021 Q4	$13M	Buy	233,146 +7,393	+3%	+$395K	4.39%	4
2021 Q3	$11.3M	Buy	225,753 +4,518	+2%	+$234K	4.15%	4
2021 Q2	$11.1M	Buy	221,235 +9,167	+4%	+$460K	4.05%	4
2021 Q1	$10.2M	Buy	212,068 +8,409	+4%	+$389K	4.22%	4
2020 Q4	$9.13M	Buy	203,659 +6,399	+3%	+$272K	4.39%	3
2020 Q3	$7.85M	Buy	197,260 +13,451	+7%	+$534K	4.44%	4
2020 Q2	$6.98M	Buy	183,809 +9,634	+6%	+$350K	4.56%	4
2020 Q1	$5.68M	Buy	174,175 +22,857	+15%	+$894K	4.8%	4
2019 Q4	$6.37M	Buy	151,318 +5,929	+4%	+$240K	4.35%	4
2019 Q3	$5.69M	Buy	145,389 +8,262	+6%	+$318K	4.52%	4
2019 Q2	$5.24M	Buy	137,127 +6,154	+5%	+$231K	4.32%	3
2019 Q1	$4.81M	Buy	130,973 +4,388	+3%	+$156K	4.13%	3
2018 Q4	$4.2M	Buy	+126,585	New	+$4.45M	4.53%	3

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

Schwarz Dygos Wheeler Investment Advisors's DGRO Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.9% in Q2 2026, buying an estimated $991K and bringing the position to 362,153 shares worth $27.4M. The position accounts for 5.24% of the portfolio, ranked #3.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DGRO in Q4 2018 and has held it in 31 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 362,153 shares of iShares Core Dividend Growth ETF worth $27.4M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 13,438 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $991K.
iShares Core Dividend Growth ETF made up 5.24% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #3 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.