Soltis Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Soltis Investment 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	$468K	Sell	6,175 -1,965	-24%	-$145K	0.03%	370
2026 Q1	$571K	Sell	8,140 -2,348	-22%	-$168K	0.04%	316
2025 Q4	$728K	Sell	10,488 -504	-5%	-$34.7K	0.05%	253
2025 Q3	$748K	Buy	10,992 +4,714	+75%	+$312K	0.05%	243
2025 Q2	$401K	Buy	6,278 +2,534	+68%	+$155K	0.03%	279
2025 Q1	$231K	Buy	+3,744	New	+$235K	0.02%	330
2023 Q4	–	Sell	-5,580	Closed	-$276K	–	289
2023 Q3	$276K	Buy	+5,580	New	+$289K	0.04%	226
2022 Q4	–	Sell	-4,509	Closed	-$201K	–	253
2022 Q3	$201K	Sell	4,509 -326	-7%	-$16K	0.03%	219
2022 Q2	$230K	Buy	+4,835	New	+$244K	0.03%	214

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

Soltis Investment Advisors's DGRO Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 24% in Q2 2026, selling an estimated $145K and leaving 6,175 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #370.

Soltis Investment Advisors first reported a position in DGRO in Q2 2022 and has held it in 9 quarters since. The position peaked at $748K in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Soltis Investment Advisors held 6,175 shares of iShares Core Dividend Growth ETF worth $468K as of Q2 2026.
Soltis Investment Advisors sold 1,965 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $145K.
iShares Core Dividend Growth ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #370 holding.
Soltis Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 9 quarters since.
Soltis Investment Advisors's iShares Core Dividend Growth ETF position peaked at $748K in Q3 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.