Southland Equity Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Southland Equity Partners’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	$2.46M	Sell	32,501 -86	-0.3%	-$6.34K	0.43%	51
2026 Q1	$2.29M	Sell	32,587 -1,107	-3%	-$79.4K	0.45%	52
2025 Q4	$2.34M	Sell	33,694 -627	-2%	-$43.1K	0.46%	50
2025 Q3	$2.34M	Sell	34,321 -218	-0.6%	-$14.4K	0.47%	50
2025 Q2	$2.21M	Sell	34,539 -962	-3%	-$58.7K	0.48%	48
2025 Q1	$2.19M	Sell	35,501 -147	-0.4%	-$9.21K	0.51%	42
2024 Q4	$2.19M	Buy	35,648 +318	+0.9%	+$20.1K	0.51%	42
2024 Q3	$2.21M	Sell	35,330 -157	-0.4%	-$9.46K	0.54%	43
2024 Q2	$2.04M	Buy	35,487 +309	+0.9%	+$17.7K	0.58%	35
2024 Q1	$2.04M	Buy	35,178 +154	+0.4%	+$8.55K	0.57%	36
2023 Q4	$1.88M	Sell	35,024 -481	-1%	-$24.4K	0.59%	34
2023 Q3	$1.76M	Sell	35,505 -154	-0.4%	-$7.97K	0.6%	34
2023 Q2	$1.84M	Sell	35,659 -367	-1%	-$18.5K	0.62%	33
2023 Q1	$1.8M	Buy	36,026 +418	+1%	+$21K	0.71%	29
2022 Q4	$1.78M	Sell	35,608 -67	-0.2%	-$3.29K	0.69%	29
2022 Q3	$1.59M	Buy	35,675 +79	+0.2%	+$3.89K	0.78%	29
2022 Q2	$1.7M	Buy	35,596 +2,248	+7%	+$113K	0.77%	29
2022 Q1	$1.78M	Buy	33,348 +3,268	+11%	+$174K	0.74%	25
2021 Q4	$1.67M	Buy	30,080 +1,939	+7%	+$103K	0.69%	29
2021 Q3	$1.41M	Buy	28,141 +824	+3%	+$42.7K	0.65%	33
2021 Q2	$1.38M	Buy	27,317 +17,876	+189%	+$897K	0.65%	36
2021 Q1	$456K	Buy	+9,441	New	+$436K	0.26%	78

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

Southland Equity Partners's DGRO Position: Q2 2026 in Review

Southland Equity Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.26% in Q2 2026, selling an estimated $6.34K and leaving 32,501 shares worth $2.46M. The position accounts for 0.43% of the portfolio, ranked #51.

Southland Equity Partners first reported a position in DGRO in Q1 2021 and has held it in 22 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Southland Equity Partners held 32,501 shares of iShares Core Dividend Growth ETF worth $2.46M as of Q2 2026.
Southland Equity Partners sold 86 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $6.34K.
iShares Core Dividend Growth ETF made up 0.43% of Southland Equity Partners's portfolio in Q2 2026, its #51 holding.
Southland Equity Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 22 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.