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

Selby Wealth Management’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	$2.31M	Sell	30,487 -46	-0.2%	-$3.39K	0.82%	37
2026 Q1	$2.14M	Buy	30,533 +12	+0%	+$860	0.84%	37
2025 Q4	$2.12M	Buy	+30,521	New	+$2.1M	0.85%	34

Other funds holding DGRO

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM