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

SOA 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	$8.39M	Sell	110,648 -2,805	-2%	-$207K	1.41%	15
2026 Q1	$7.96M	Sell	113,453 -31,258	-22%	-$2.24M	1.5%	16
2025 Q4	$10M	Sell	144,711 -2,490	-2%	-$171K	1.7%	11
2025 Q3	$10M	Sell	147,201 -9,038	-6%	-$597K	1.72%	10
2025 Q2	$9.99M	Sell	156,239 -18,584	-11%	-$1.13M	1.88%	11
2025 Q1	$10.8M	Sell	174,823 -2,419	-1%	-$152K	2.25%	9
2024 Q4	$10.9M	Sell	177,242 -5,283	-3%	-$333K	2%	8
2024 Q3	$11.4M	Sell	182,525 -13,863	-7%	-$836K	2.18%	7
2024 Q2	$11.3M	Sell	196,388 -75,955	-28%	-$4.34M	2.28%	7
2024 Q1	$15.8M	Sell	272,343 -8,754	-3%	-$486K	3.27%	5
2023 Q4	$15.1M	Sell	281,097 -11,673	-4%	-$592K	3.37%	5
2023 Q3	$14.5M	Sell	292,770 -22,092	-7%	-$1.14M	3.61%	4
2023 Q2	$16.2M	Sell	314,862 -142,079	-31%	-$7.15M	3.8%	4
2023 Q1	$22.8M	Buy	456,941 +324	+0.1%	+$16.3K	5.63%	3
2022 Q4	$22.8M	Buy	456,617 +368,876	+420%	+$18.1M	6.14%	3
2022 Q3	$3.9M	Buy	87,741 +6,233	+8%	+$307K	1.17%	22
2022 Q2	$3.88M	Buy	81,508 +9,259	+13%	+$467K	1.14%	25
2022 Q1	$3.86M	Buy	72,249 +191	+0.3%	+$10.2K	0.94%	26
2021 Q4	$4M	Sell	72,058 -1,164	-2%	-$62.1K	0.97%	26
2021 Q3	$3.68M	Sell	73,222 -3,001	-4%	-$155K	0.94%	30
2021 Q2	$3.84M	Sell	76,223 -1,856	-2%	-$93.1K	0.99%	26
2021 Q1	$3.77M	Sell	78,079 -1,126	-1%	-$52.1K	1.05%	26
2020 Q4	$3.64M	Buy	+79,205	New	+$3.37M	0.99%	29

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

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

SOA Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.5% in Q2 2026, selling an estimated $207K and leaving 110,648 shares worth $8.39M. The position accounts for 1.41% of the portfolio, ranked #15.

SOA Wealth Advisors first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.8M in Q1 2023. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

SOA Wealth Advisors held 110,648 shares of iShares Core Dividend Growth ETF worth $8.39M as of Q2 2026.
SOA Wealth Advisors sold 2,805 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $207K.
iShares Core Dividend Growth ETF made up 1.41% of SOA Wealth Advisors's portfolio in Q2 2026, its #15 holding.
SOA Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $22.8M in Q1 2023.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.