Stratos Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stratos Wealth Partners’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	$33.3M	Buy	439,883 +20,511	+5%	+$1.51M	0.34%	54
2026 Q1	$29.4M	Sell	419,372 -43,611	-9%	-$3.13M	0.33%	56
2025 Q4	$32.1M	Sell	462,983 -7,334	-2%	-$504K	0.36%	48
2025 Q3	$32M	Sell	470,317 -38,878	-8%	-$2.57M	0.38%	46
2025 Q2	$32.6M	Sell	509,195 -9,270	-2%	-$565K	0.44%	40
2025 Q1	$32M	Buy	518,465 +141,433	+38%	+$8.86M	0.49%	37
2024 Q4	$23.1M	Sell	377,032 -2,807	-0.7%	-$177K	0.33%	59
2024 Q3	$23.8M	Buy	379,839 +5,174	+1%	+$312K	0.34%	56
2024 Q2	$21.6M	Buy	374,665 +8,959	+2%	+$512K	0.35%	50
2024 Q1	$21.2M	Buy	365,706 +34,739	+10%	+$1.93M	0.35%	50
2023 Q4	$17.8M	Sell	330,967 -3,767	-1%	-$191K	0.33%	53
2023 Q3	$16.6M	Buy	334,734 +15,189	+5%	+$786K	0.36%	46
2023 Q2	$16.5M	Buy	319,545 +70,653	+28%	+$3.55M	0.37%	46
2023 Q1	$12.4M	Sell	248,892 -85,394	-26%	-$4.29M	0.33%	56
2022 Q4	$16.7M	Sell	334,286 -13,492	-4%	-$662K	0.42%	48
2022 Q3	$15.5M	Sell	347,778 -5,141	-1%	-$253K	0.43%	47
2022 Q2	$16.8M	Buy	352,919 +36,855	+12%	+$1.86M	0.42%	52
2022 Q1	$16.9M	Buy	316,064 +83,123	+36%	+$4.44M	0.38%	53
2021 Q4	$12.9M	Buy	232,941 +1,350	+0.6%	+$72K	0.29%	69
2021 Q3	$11.6M	Sell	231,591 -1,973	-0.8%	-$102K	0.3%	65
2021 Q2	$11.8M	Buy	233,564 +1,134	+0.5%	+$56.9K	0.29%	65
2021 Q1	$11.2M	Sell	232,430 -5,863	-2%	-$271K	0.31%	66
2020 Q4	$10.7M	Sell	238,293 -4,550	-2%	-$193K	0.32%	65
2020 Q3	$9.66M	Sell	242,843 -24,831	-9%	-$987K	0.32%	70
2020 Q2	$10.1M	Sell	267,674 -12,697	-5%	-$462K	0.36%	59
2020 Q1	$9.14M	Buy	280,371 +69,341	+33%	+$2.71M	0.42%	51
2019 Q4	$8.88M	Buy	211,030 +18,115	+9%	+$733K	0.35%	56
2019 Q3	$7.55M	Buy	192,915 +162,395	+532%	+$6.26M	0.33%	60
2019 Q2	$1.17M	Buy	30,520 +4,811	+19%	+$180K	0.05%	325
2019 Q1	$945K	Buy	25,709 +1,152	+5%	+$41K	0.04%	374
2018 Q4	$815K	Buy	24,557 +3,334	+16%	+$117K	0.04%	383
2018 Q3	$787K	Sell	21,223 -107	-0.5%	-$3.89K	0.04%	389
2018 Q2	$731K	Buy	21,330 +2,749	+15%	+$94.6K	0.03%	442
2018 Q1	$630K	Buy	18,581 +434	+2%	+$15.3K	0.03%	473
2017 Q4	$631K	Buy	18,147 +198	+1%	+$6.68K	0.03%	466
2017 Q3	$583K	Buy	17,949 +947	+6%	+$30.1K	0.03%	475
2017 Q2	$533K	Buy	+17,002	New	+$526K	0.03%	430

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

Stratos Wealth Partners's DGRO Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.9% in Q2 2026, buying an estimated $1.51M and bringing the position to 439,883 shares worth $33.3M. The position accounts for 0.34% of the portfolio, ranked #54.

Stratos Wealth Partners first reported a position in DGRO in Q2 2017 and has held it in 37 quarters since. 1,347 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Stratos Wealth Partners held 439,883 shares of iShares Core Dividend Growth ETF worth $33.3M as of Q2 2026.
Stratos Wealth Partners bought 20,511 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.51M.
iShares Core Dividend Growth ETF made up 0.34% of Stratos Wealth Partners's portfolio in Q2 2026, its #54 holding.
Stratos Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2017 and has held it in 37 quarters since.
1,347 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.