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

Selective 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	$548K	Hold	7,108	–	–	0.14%	74
2026 Q1	$517K	Buy	+7,108	New	+$510K	0.15%	75
2022 Q4	–	Sell	-3,830	Closed	-$170K	–	245
2022 Q3	$170K	Buy	3,830 +400	+12%	+$19.7K	0.07%	146
2022 Q2	$163K	Sell	3,430 -167	-5%	-$8.42K	0.06%	163
2022 Q1	$192K	Sell	3,597 -863	-19%	-$46.1K	0.07%	139
2021 Q4	$248K	Buy	4,460 +2,072	+87%	+$111K	0.1%	103
2021 Q3	$120K	Buy	+2,388	New	+$124K	0.06%	152
2021 Q2	–	Sell	-182	Closed	-$9K	–	510
2021 Q1	$9K	Hold	182	–	–	0.01%	265
2020 Q4	$8K	Buy	182 +1	+0.6%	+$43	0.01%	260
2020 Q3	$7K	Buy	181 +1	+0.6%	+$40	0.01%	220
2020 Q2	$7K	Buy	180 +3	+2%	+$109	0.01%	261
2020 Q1	$6K	Sell	177 -370	-68%	-$14.5K	0.01%	185
2019 Q4	$23K	Buy	547 +6	+1%	+$243	0.03%	111
2019 Q3	$21K	Buy	+541	New	+$20.8K	0.03%	120

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Selective Wealth Management's DGRO Position: Q2 2026 in Review

Selective Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 7,108 shares worth $548K. The position accounts for 0.14% of the portfolio, ranked #74.

Selective Wealth Management first reported a position in DGRO in Q3 2019 and has held it in 14 quarters since. 639 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Selective Wealth Management held 7,108 shares of iShares Core Dividend Growth ETF worth $548K as of Q2 2026.
Selective Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.14% of Selective Wealth Management's portfolio in Q2 2026, its #74 holding.
Selective Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 14 quarters since.
639 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.