Strategic Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.2M | Sell |
148,082
-3,022
| -2% | -$223K | 0.69% | 54 |
|
|
2026
Q1 | $10.6M | Buy |
151,104
+5,741
| +4% | +$412K | 0.74% | 47 |
|
|
2025
Q4 | $10.1M | Sell |
145,363
-28,913
| -17% | -$1.99M | 0.69% | 47 |
|
|
2025
Q3 | $11.9M | Buy |
174,276
+1,698
| +1% | +$112K | 0.89% | 31 |
|
|
2025
Q2 | $11M | Buy |
+172,578
| New | +$10.5M | 0.87% | 33 |
|
|
2024
Q4 | $10.9M | Sell |
169,702
-11,821
| -7% | -$746K | 0.9% | 31 |
|
|
2024
Q3 | $11.4M | Sell |
181,523
-744,056
| -80% | -$44.9M | 1.09% | 17 |
|
|
2024
Q2 | $53.3M | Sell |
925,579
-3,738
| -0.4% | -$214K | 5.57% | 1 |
|
|
2024
Q1 | $54M | Buy |
929,317
+17,644
| +2% | +$980K | 5.92% | 1 |
|
|
2023
Q4 | $49.1M | Sell |
911,673
-9,489
| -1% | -$481K | 6.05% | 1 |
|
|
2023
Q3 | $45.6M | Buy |
921,162
+393,255
| +74% | +$20.4M | 6.01% | 1 |
|
|
2023
Q2 | $27.2M | Buy |
527,907
+15,847
| +3% | +$797K | 3.52% | 2 |
|
|
2023
Q1 | $25.6M | Buy |
512,060
+77,522
| +18% | +$3.89M | 3.93% | 2 |
|
|
2022
Q4 | $21.7M | Buy |
434,538
+50,919
| +13% | +$2.5M | 4.04% | 2 |
|
|
2022
Q3 | $17.1M | Buy |
383,619
+40,722
| +12% | +$2M | 3.62% | 1 |
|
|
2022
Q2 | $16.3M | Buy |
342,897
+51,080
| +18% | +$2.58M | 3.53% | 2 |
|
|
2022
Q1 | $15.6M | Buy |
291,817
+1,993
| +0.7% | +$106K | 3.04% | 2 |
|
|
2021
Q4 | $16.1M | Buy |
289,824
+9,843
| +4% | +$525K | 3.05% | 1 |
|
|
2021
Q3 | $14.1M | Buy |
279,981
+5,665
| +2% | +$293K | 4.13% | 1 |
|
|
2021
Q2 | $13.8M | Sell |
274,316
-13,237
| -5% | -$664K | 4.51% | 1 |
|
|
2021
Q1 | $13.9M | Sell |
287,553
-3,606
| -1% | -$167K | 5.54% | 1 |
|
|
2020
Q4 | $13.1M | Sell |
291,159
-128,725
| -31% | -$5.47M | 5.47% | 1 |
|
|
2020
Q3 | $16.7M | Sell |
419,884
-147,883
| -26% | -$5.88M | 8.45% | 1 |
|
|
2020
Q2 | $21.3M | Buy |
567,767
+49,408
| +10% | +$1.8M | 11.03% | 1 |
|
|
2020
Q1 | $21.8M | Hold |
518,359
| – | – | 11.36% | 1 |
|
|
2019
Q4 | $21.8M | Sell |
518,359
-21,471
| -4% | -$868K | 11.35% | 1 |
|
|
2019
Q3 | $2.03M | Sell |
539,830
-23,016
| -4% | -$887K | 10.46% | 1 |
|
|
2019
Q2 | $21.5M | Buy |
562,846
+3,991
| +0.7% | +$150K | 10.38% | 1 |
|
|
2019
Q1 | $20.7M | Buy |
558,855
+88,916
| +19% | +$3.16M | 9.52% | 1 |
|
|
2018
Q4 | $16M | Buy |
469,939
+113,848
| +32% | +$4M | 8.06% | 1 |
|
|
2018
Q3 | $13.2M | Sell |
356,091
-10,978
| -3% | -$399K | 7.04% | 1 |
|
|
2018
Q2 | $12.6M | Buy |
367,069
+70,411
| +24% | +$2.42M | 7.29% | 1 |
|
|
2018
Q1 | $10.1M | Buy |
296,658
+266,838
| +895% | +$9.42M | 5.19% | 1 |
|
|
2017
Q4 | $994K | Buy |
+29,820
| New | +$1.01M | 0.55% | 62 |
|
Other funds holding DGRO
CIA
Strategic Wealth Partners's DGRO Position: Q2 2026 in Review
Strategic Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2% in Q2 2026, selling an estimated $223K and leaving 148,082 shares worth $11.2M. The position accounts for 0.69% of the portfolio, ranked #54.
Strategic Wealth Partners first reported a position in DGRO in Q4 2017 and has held it in 34 quarters since. The position peaked at $54M in Q1 2024. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.
- Strategic Wealth Partners held 148,082 shares of iShares Core Dividend Growth ETF worth $11.2M as of Q2 2026.
- Strategic Wealth Partners sold 3,022 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $223K.
- iShares Core Dividend Growth ETF made up 0.69% of Strategic Wealth Partners's portfolio in Q2 2026, its #54 holding.
- Strategic Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Strategic Wealth Partners's iShares Core Dividend Growth ETF position peaked at $54M in Q1 2024.
- 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.