ShoreHaven Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

ShoreHaven Wealth Partners’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	$1.62M	Sell	21,418 -762	-3%	-$56.2K	0.51%	41
2026 Q1	$1.56M	Sell	22,180 -4,059	-15%	-$291K	0.56%	40
2025 Q4	$1.82M	Buy	26,239 +474	+2%	+$32.6K	0.65%	31
2025 Q3	$1.75M	Sell	25,765 -1,300	-5%	-$85.9K	0.65%	33
2025 Q2	$1.73M	Buy	27,065 +887	+3%	+$54.1K	0.71%	35
2025 Q1	$1.62M	Sell	26,178 -1,326	-5%	-$83.1K	0.77%	36
2024 Q4	$1.69M	Sell	27,504 -8,836	-24%	-$557K	0.8%	29
2024 Q3	$2.28M	Buy	36,340 +9,980	+38%	+$602K	1.1%	23
2024 Q2	$1.52M	Sell	26,360 -2,932	-10%	-$167K	0.8%	30
2024 Q1	$1.7M	Buy	29,292 +1,474	+5%	+$81.8K	0.94%	27
2023 Q4	$1.5M	Buy	27,818 +407	+1%	+$20.6K	0.91%	30
2023 Q3	$1.36M	Sell	27,411 -1,160	-4%	-$60.1K	0.93%	28
2023 Q2	$1.47M	Sell	28,571 -8	-0%	-$402	0.98%	28
2023 Q1	$1.43M	Sell	28,579 -125	-0.4%	-$6.28K	1%	27
2022 Q4	$1.44M	Sell	28,704 -770	-3%	-$37.8K	1.01%	30
2022 Q3	$1.31M	Buy	29,474 +542	+2%	+$26.7K	1%	30
2022 Q2	$1.38M	Sell	28,932 -17,255	-37%	-$870K	0.99%	28
2022 Q1	$2.47M	Sell	46,187 -397	-0.9%	-$21.2K	1.3%	26
2021 Q4	$2.59M	Sell	46,584 -217	-0.5%	-$11.6K	1.28%	22
2021 Q3	$2.35M	Buy	46,801 +7,177	+18%	+$372K	1.22%	23
2021 Q2	$2M	Buy	39,624 +4,350	+12%	+$218K	1.07%	24
2021 Q1	$1.7M	Sell	35,274 -416	-1%	-$19.2K	0.92%	27
2020 Q4	$1.6M	Buy	+35,690	New	+$1.52M	0.9%	27

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

ShoreHaven Wealth Partners's DGRO Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.4% in Q2 2026, selling an estimated $56.2K and leaving 21,418 shares worth $1.62M. The position accounts for 0.51% of the portfolio, ranked #41.

ShoreHaven Wealth Partners first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.59M in Q4 2021. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

ShoreHaven Wealth Partners held 21,418 shares of iShares Core Dividend Growth ETF worth $1.62M as of Q2 2026.
ShoreHaven Wealth Partners sold 762 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $56.2K.
iShares Core Dividend Growth ETF made up 0.51% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #41 holding.
ShoreHaven Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
ShoreHaven Wealth Partners's iShares Core Dividend Growth ETF position peaked at $2.59M in Q4 2021.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.