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

Spire Wealth Management’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 		$2.23M Buy
29,359
+832
+3% +$61.4K 0.07% 257
2026
Q1 		$2M Buy
28,527
+1,721
+6% +$123K 0.07% 260
2025
Q4 		$1.86M Sell
26,806
-447
-2% -$30.7K 0.06% 268
2025
Q3 		$1.86M Buy
27,253
+2,613
+11% +$173K 0.06% 248
2025
Q2 		$1.58M Sell
24,640
-4,140
-14% -$252K 0.06% 277
2025
Q1 		$1.78M Buy
28,780
+1,545
+6% +$96.8K 0.06% 284
2024
Q4 		$1.67M Buy
27,235
+7,201
+36% +$454K 0.05% 268
2024
Q3 		$1.26M Sell
20,034
-892
-4% -$53.8K 0.04% 326
2024
Q2 		$1.21M Sell
20,926
-32,505
-61% -$1.86M 0.04% 307
2024
Q1 		$3.1M Sell
53,431
-4,912
-8% -$273K 0.06% 196
2023
Q4 		$3.16M Sell
58,343
-2,480
-4% -$126K 0.1% 188
2023
Q3 		$3.01M Buy
60,823
+159
+0.3% +$8.23K 0.11% 187
2023
Q2 		$3.13M Sell
60,664
-1,530
-2% -$77K 0.12% 174
2023
Q1 		$3.11M Buy
62,194
+30,893
+99% +$1.55M 0.12% 159
2022
Q4 		$1.56M Buy
31,301
+2,222
+8% +$109K 0.09% 183
2022
Q3 		$1.29M Sell
29,079
-26,236
-47% -$1.29M 0.08% 175
2022
Q2 		$2.63M Buy
55,315
+230
+0.4% +$11.6K 0.11% 170
2022
Q1 		$2.95M Sell
55,085
-1,088
-2% -$58.1K 0.08% 218
2021
Q4 		$3.12M Buy
56,173
+2,999
+6% +$160K 0.07% 239
2021
Q3 		$2.67M Sell
53,174
-497
-0.9% -$25.7K 0.07% 237
2021
Q2 		$2.71M Buy
53,671
+8,204
+18% +$412K 0.07% 238
2021
Q1 		$2.19M Buy
+45,467
New +$2.1M 0.06% 262

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spire Wealth Management's DGRO Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.9% in Q2 2026, buying an estimated $61.4K and bringing the position to 29,359 shares worth $2.23M. The position accounts for 0.07% of the portfolio, ranked #257.

Spire Wealth Management first reported a position in DGRO in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.16M in Q4 2023. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Spire Wealth Management held 29,359 shares of iShares Core Dividend Growth ETF worth $2.23M as of Q2 2026.
  • Spire Wealth Management bought 832 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $61.4K.
  • iShares Core Dividend Growth ETF made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Spire Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Core Dividend Growth ETF position peaked at $3.16M in Q4 2023.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.