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

Strategies 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 		$83.9M Sell
1,106,388
-157,807
-12% -$11.6M 7.5% 4
2026
Q1 		$88.7M Sell
1,264,195
-34,272
-3% -$2.46M 8.91% 4
2025
Q4 		$90.1M Buy
1,298,467
+44,806
+4% +$3.08M 9.03% 4
2025
Q3 		$85.3M Buy
1,253,661
+9,915
+0.8% +$655K 8.88% 4
2025
Q2 		$79.5M Buy
1,243,746
+1,838
+0.1% +$112K 8.68% 4
2025
Q1 		$76.7M Buy
1,241,908
+36,827
+3% +$2.31M 9.37% 4
2024
Q4 		$76.6M Buy
1,205,081
+101,085
+9% +$6.38M 9.54% 4
2024
Q3 		$69.2M Buy
1,103,996
+24,829
+2% +$1.5M 9.25% 4
2024
Q2 		$62.2M Buy
1,079,167
+58,222
+6% +$3.33M 9.05% 4
2024
Q1 		$59.3M Buy
1,020,945
+50,668
+5% +$2.81M 9.12% 4
2023
Q4 		$52.2M Buy
970,277
+58,290
+6% +$2.96M 8.92% 4
2023
Q3 		$45.2M Buy
911,987
+44,352
+5% +$2.3M 8.87% 3
2023
Q2 		$44.7M Buy
867,635
+38,510
+5% +$1.94M 9.14% 3
2023
Q1 		$41.4M Buy
829,125
+67,121
+9% +$3.37M 9.12% 3
2022
Q4 		$38.1M Buy
+762,004
New +$37.4M 9.39% 3
2022
Q2 		$27.2M Buy
571,014
+82,675
+17% +$4.17M 7.8% 4
2022
Q1 		$26.1M Buy
488,339
+68,635
+16% +$3.66M 6.97% 5
2021
Q4 		$23.3M Buy
+419,704
New +$22.4M 6.55% 5

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

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

Strategies Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 12% in Q2 2026, selling an estimated $11.6M and leaving 1,106,388 shares worth $83.9M. The position accounts for 7.5% of the portfolio, ranked #4.

Strategies Wealth Advisors first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. The position peaked at $90.1M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Strategies Wealth Advisors held 1,106,388 shares of iShares Core Dividend Growth ETF worth $83.9M as of Q2 2026.
  • Strategies Wealth Advisors sold 157,807 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $11.6M.
  • iShares Core Dividend Growth ETF made up 7.5% of Strategies Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Strategies Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Strategies Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $90.1M in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.