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

Sheets Smith 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	$9.15M	Buy	120,701 +4,616	+4%	+$341K	0.91%	19
2026 Q1	$8.15M	Buy	116,085 +12,954	+13%	+$929K	0.92%	20
2025 Q4	$7.16M	Buy	103,131 +13,526	+15%	+$930K	0.79%	29
2025 Q3	$6.1M	Buy	89,605 +1,900	+2%	+$126K	0.69%	35
2025 Q2	$5.61M	Buy	87,705 +4,435	+5%	+$270K	0.66%	39
2025 Q1	$5.14M	Buy	83,270 +6,552	+9%	+$411K	0.64%	42
2024 Q4	$4.71M	Buy	76,718 +22,960	+43%	+$1.45M	0.57%	44
2024 Q3	$3.37M	Sell	53,758 -12,547	-19%	-$756K	0.41%	59
2024 Q2	$3.82M	Buy	66,305 +827	+1%	+$47.2K	0.46%	59
2024 Q1	$3.8M	Buy	65,478 +60,647	+1,255%	+$3.37M	0.43%	59
2023 Q4	$260K	Hold	4,831	–	–	0.04%	298
2023 Q3	$239K	Hold	4,831	–	–	0.04%	291
2023 Q2	$249K	Hold	4,831	–	–	0.04%	292
2023 Q1	$242K	Hold	4,831	–	–	0.04%	283
2022 Q4	$242K	Hold	4,831	–	–	0.04%	276
2022 Q3	$215K	Hold	4,831	–	–	0.04%	287
2022 Q2	$230K	Hold	4,831	–	–	0.04%	273
2022 Q1	$258K	Sell	4,831 -2,844	-37%	-$152K	0.04%	297
2021 Q4	$427K	Sell	7,675 -1,270	-14%	-$67.8K	0.05%	254
2021 Q3	$449K	Sell	8,945 -62	-0.7%	-$3.21K	0.06%	231
2021 Q2	$454K	Hold	9,007	–	–	0.06%	233
2021 Q1	$435K	Buy	9,007 +187	+2%	+$8.64K	0.06%	226
2020 Q4	$395K	Sell	8,820 -125	-1%	-$5.31K	0.06%	235
2020 Q3	$356K	Buy	8,945 +62	+0.7%	+$2.46K	0.06%	221
2020 Q2	$334K	Hold	8,883	–	–	0.07%	196
2020 Q1	$289K	Buy	+8,883	New	+$347K	0.06%	210

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

Sheets Smith Wealth Management's DGRO Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 4% in Q2 2026, buying an estimated $341K and bringing the position to 120,701 shares worth $9.15M. The position accounts for 0.91% of the portfolio, ranked #19.

Sheets Smith Wealth Management first reported a position in DGRO in Q1 2020 and has held it in 26 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sheets Smith Wealth Management held 120,701 shares of iShares Core Dividend Growth ETF worth $9.15M as of Q2 2026.
Sheets Smith Wealth Management bought 4,616 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $341K.
iShares Core Dividend Growth ETF made up 0.91% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #19 holding.
Sheets Smith Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 26 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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