SJS Investment Consulting’s iShares Core Dividend Growth ETF DGRO Stock Holding History

SJS Investment Consulting’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	$111K	Buy	1,470 +320	+28%	+$23.6K	0.01%	222
2026 Q1	$80.7K	Buy	+1,150	New	+$82.4K	0.01%	247
2024 Q3	–	Sell	-613	Closed	-$35.3K	–	1672
2024 Q2	$35.3K	Hold	613	–	–	0.01%	205
2024 Q1	$35.6K	Sell	613 -1,323	-68%	-$73.5K	0.01%	217
2023 Q4	$104K	Buy	1,936 +13	+0.7%	+$659	0.02%	118
2023 Q3	$95.2K	Buy	+1,923	New	+$99.6K	0.02%	115

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

SJS Investment Consulting's DGRO Position: Q2 2026 in Review

SJS Investment Consulting increased its iShares Core Dividend Growth ETF (DGRO) stake by 28% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,470 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #222.

SJS Investment Consulting first reported a position in DGRO in Q3 2023 and has held it in 6 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

SJS Investment Consulting held 1,470 shares of iShares Core Dividend Growth ETF worth $111K as of Q2 2026.
SJS Investment Consulting bought 320 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $23.6K.
iShares Core Dividend Growth ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #222 holding.
SJS Investment Consulting first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 6 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.