Silver Oak Securities’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Silver Oak Securities’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	$281K	Buy	+3,713	New	+$274K	0.02%	665
2023 Q4	–	Sell	-4,498	Closed	-$223K	–	506
2023 Q3	$223K	Buy	+4,498	New	+$233K	0.05%	272
2022 Q4	–	Sell	-4,498	Closed	-$223K	–	347
2022 Q3	$223K	Buy	+4,498	New	+$221K	0.05%	272

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 22.9% 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

Silver Oak Securities's DGRO Position: Q2 2026 in Review

Silver Oak Securities opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 3,713 shares worth $281K. The stake represents 0.02% of the portfolio and ranks #665 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in DGRO as recently as Q3 2023.

Silver Oak Securities first reported a position in DGRO in Q3 2022 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Silver Oak Securities held 3,713 shares of iShares Core Dividend Growth ETF worth $281K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Silver Oak Securities position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #665 holding.
Silver Oak Securities first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 3 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.