Sweeney & Michel’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sweeney & Michel’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	$30.6M	Buy	385,673 +2,114	+0.6%	+$156K	8.05%	2
2026 Q1	$27.7M	Buy	383,559 +10,019	+3%	+$718K	8.15%	2
2025 Q4	$27.6M	Buy	373,540 +9,005	+2%	+$619K	8.16%	2
2025 Q3	$24.4M	Sell	364,535 -5,173	-1%	-$342K	8.2%	2
2025 Q2	$24M	Buy	369,708 +7,928	+2%	+$483K	8.51%	2
2025 Q1	$20M	Buy	+361,780	New	+$22.7M	8.74%	1
2024 Q3	$21.9M	Sell	342,909 -11,935	-3%	-$719K	8.64%	1
2024 Q2	$20.5M	Buy	354,844 +6,432	+2%	+$367K	8.74%	2
2024 Q1	$20.2M	Buy	+348,412	New	+$19.3M	8.94%	1
2023 Q3	$17.4M	Buy	351,465 +4,708	+1%	+$244K	9.13%	1
2023 Q2	$18.2M	Buy	346,757 +13,657	+4%	+$687K	9.37%	1
2023 Q1	$16.7M	Buy	+333,100	New	+$16.7M	8.91%	1

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

Sweeney & Michel's DGRO Position: Q2 2026 in Review

Sweeney & Michel increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.55% in Q2 2026, buying an estimated $156K and bringing the position to 385,673 shares worth $30.6M. The position accounts for 8.05% of the portfolio, ranked #2.

Sweeney & Michel first reported a position in DGRO in Q1 2023 and has held it in 12 quarters since. 1,345 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sweeney & Michel held 385,673 shares of iShares Core Dividend Growth ETF worth $30.6M as of Q2 2026.
Sweeney & Michel bought 2,114 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $156K.
iShares Core Dividend Growth ETF made up 8.05% of Sweeney & Michel's portfolio in Q2 2026, its #2 holding.
Sweeney & Michel first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 12 quarters since.
1,345 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.