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

Sterling 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	$2.34M	Hold	30,897	–	–	1.27%	12
2026 Q1	$2.26M	Hold	30,897	–	–	1.29%	13
2025 Q4	$2.14M	Hold	30,897	–	–	1.29%	11
2025 Q3	$2.1M	Hold	30,897	–	–	1.34%	11
2025 Q2	$2M	Sell	30,897 -1,291	-4%	-$78.7K	1.42%	11
2025 Q1	$1.99M	Buy	32,188 +91	+0.3%	+$5.7K	1.53%	11
2024 Q4	$1.97M	Buy	+32,097	New	+$2.02M	1.54%	11

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

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

Sterling Wealth Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 30,897 shares worth $2.34M. The position accounts for 1.27% of the portfolio, ranked #12.

Sterling Wealth Advisors first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sterling Wealth Advisors held 30,897 shares of iShares Core Dividend Growth ETF worth $2.34M as of Q2 2026.
Sterling Wealth Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 1.27% of Sterling Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Sterling Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.