Strategic Wealth Investment Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Strategic Wealth Investment Group’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	$542K	Buy	7,147 +1,305	+22%	+$96.3K	0.07%	78
2026 Q1	$410K	Buy	5,842 +31	+0.5%	+$2.22K	0.05%	78
2025 Q4	$403K	Sell	5,811 -1,001	-15%	-$68.8K	0.05%	75
2025 Q3	$464K	Buy	6,812 +6,359	+1,404%	+$420K	0.04%	87
2025 Q2	$29K	Buy	+453	New	+$27.6K	0.04%	74
2025 Q1	–	Sell	-3,933	Closed	-$241K	–	65
2024 Q4	$241K	Buy	3,933 +360	+10%	+$22.7K	0.03%	123
2024 Q3	$223K	Buy	+3,573	New	+$215K	0.02%	124

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

Strategic Wealth Investment Group's DGRO Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 22% in Q2 2026, buying an estimated $96.3K and bringing the position to 7,147 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #78.

Strategic Wealth Investment Group first reported a position in DGRO in Q3 2024 and has held it in 7 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Strategic Wealth Investment Group held 7,147 shares of iShares Core Dividend Growth ETF worth $542K as of Q2 2026.
Strategic Wealth Investment Group bought 1,305 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $96.3K.
iShares Core Dividend Growth ETF made up 0.07% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #78 holding.
Strategic Wealth Investment Group first reported a position in iShares Core Dividend Growth ETF in Q3 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 Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.