Sightline Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sightline Wealth 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	–	Sell	-3,837	Closed	-$269K	–	95
2026 Q1	$269K	Sell	3,837 -13,285	-78%	-$952K	0.11%	69
2025 Q4	$1.19M	Sell	17,122 -9,345	-35%	-$643K	0.51%	36
2025 Q3	$1.8M	Buy	26,467 +1,144	+5%	+$75.6K	0.81%	25
2025 Q2	$1.62M	Buy	25,323 +1,739	+7%	+$106K	0.78%	27
2025 Q1	$1.46M	Buy	23,584 +14,380	+156%	+$901K	0.77%	30
2024 Q4	$565K	Buy	+9,204	New	+$581K	0.3%	46

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

Sightline Wealth Advisors's DGRO Position: Q2 2026 in Review

Sightline Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,837 shares — an estimated $269K sold.

Sightline Wealth Advisors first reported a position in DGRO in Q4 2024 and held it in 6 quarters. The position peaked at $1.8M in Q3 2025. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sightline Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Sightline Wealth Advisors sold 3,837 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $269K.
Sightline Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 6 quarters.
Sightline Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $1.8M in Q3 2025.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.