Stordahl Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stordahl Capital 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	$244K	Hold	3,220	–	–	0.04%	63
2026 Q1	$226K	Hold	3,220	–	–	0.05%	63
2025 Q4	$224K	Hold	3,220	–	–	0.05%	61
2025 Q3	$219K	Hold	3,220	–	–	0.05%	59
2025 Q2	$206K	Buy	+3,220	New	+$196K	0.05%	61
2024 Q4	–	Sell	-3,220	Closed	-$201K	–	62
2024 Q3	$201K	Buy	+3,220	New	+$194K	0.05%	51
2024 Q1	–	Sell	-3,810	Closed	-$205K	–	59
2023 Q4	$205K	Buy	+3,810	New	+$193K	0.06%	51
2023 Q3	–	Sell	-4,000	Closed	-$206K	–	53
2023 Q2	$206K	Buy	+4,000	New	+$201K	0.06%	53
2023 Q1	–	Sell	-4,000	Closed	-$200K	–	56
2022 Q4	$200K	Buy	+4,000	New	+$196K	0.07%	50
2022 Q2	–	Sell	-4,000	Closed	-$214K	–	54
2022 Q1	$214K	Buy	+4,000	New	+$214K	0.08%	53

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

Stordahl Capital Management's DGRO Position: Q2 2026 in Review

Stordahl Capital Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 3,220 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #63.

Stordahl Capital Management first reported a position in DGRO in Q1 2022 and has held it in 10 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Stordahl Capital Management held 3,220 shares of iShares Core Dividend Growth ETF worth $244K as of Q2 2026.
Stordahl Capital Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.04% of Stordahl Capital Management's portfolio in Q2 2026, its #63 holding.
Stordahl Capital Management first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 10 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.