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

Simplicity Wealth’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	$223K	Sell	2,937 -158	-5%	-$11.7K	0.01%	942
2026 Q1	$217K	Buy	+3,095	New	+$222K	0.01%	698
2025 Q4	–	Sell	-9,549	Closed	-$650K	–	715
2025 Q3	$650K	Sell	9,549 -15,118	-61%	-$999K	0.04%	386
2025 Q2	$1.58M	Buy	24,667 +11,077	+82%	+$675K	0.07%	243
2025 Q1	$840K	Buy	13,590 +4,544	+50%	+$285K	0.07%	275
2024 Q4	$555K	Hold	9,046	–	–	0.12%	153
2024 Q3	$567K	Sell	9,046 -5,872	-39%	-$354K	0.05%	270
2024 Q2	$859K	Buy	14,918 +37	+0.2%	+$2.11K	0.02%	578
2024 Q1	$864K	Buy	+14,881	New	+$826K	0.02%	562

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

Simplicity Wealth's DGRO Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares Core Dividend Growth ETF (DGRO) stake by 5.1% in Q2 2026, selling an estimated $11.7K and leaving 2,937 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #942.

Simplicity Wealth first reported a position in DGRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q2 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Simplicity Wealth held 2,937 shares of iShares Core Dividend Growth ETF worth $223K as of Q2 2026.
Simplicity Wealth sold 158 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $11.7K.
iShares Core Dividend Growth ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #942 holding.
Simplicity Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares Core Dividend Growth ETF position peaked at $1.58M in Q2 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.