TD Private Client Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

TD Private Client Wealth’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	$154M	Buy	2,036,157 +165,623	+9%	+$12.2M	2.84%	7
2026 Q1	$131M	Buy	1,870,534 +148,005	+9%	+$10.6M	2.72%	6
2025 Q4	$120M	Buy	1,722,529 +220,253	+15%	+$15.1M	2.55%	6
2025 Q3	$102M	Buy	1,502,276 +195,713	+15%	+$12.9M	2.3%	6
2025 Q2	$83.5M	Buy	1,306,563 +183,892	+16%	+$11.2M	2.05%	7
2025 Q1	$69.4M	Buy	1,122,671 +146,886	+15%	+$9.2M	1.91%	9
2024 Q4	$59.9M	Buy	975,785 +160,162	+20%	+$10.1M	1.67%	10
2024 Q3	$51.1M	Buy	815,623 +95,167	+13%	+$5.74M	1.47%	11
2024 Q2	$41.5M	Buy	720,456 +99,740	+16%	+$5.7M	1.31%	15
2024 Q1	$36M	Buy	620,716 +57,375	+10%	+$3.19M	1.18%	17
2023 Q4	$30.3M	Buy	563,341 +131,015	+30%	+$6.64M	1.1%	17
2023 Q3	$21.4M	Buy	432,326 +157,376	+57%	+$8.15M	0.93%	21
2023 Q2	$14.2M	Buy	274,950 +29,695	+12%	+$1.49M	0.61%	30
2023 Q1	$12.3M	Buy	245,255 +123,918	+102%	+$6.22M	0.55%	34
2022 Q4	$6.07M	Buy	121,337 +15,143	+14%	+$743K	0.29%	75
2022 Q3	$4.72M	Buy	106,194 +12,692	+14%	+$625K	0.24%	94
2022 Q2	$4.45M	Buy	93,502 +27,452	+42%	+$1.38M	0.22%	107
2022 Q1	$3.53M	Buy	+66,050	New	+$3.53M	0.15%	145

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

TD Private Client Wealth's DGRO Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 8.9% in Q2 2026, buying an estimated $12.2M and bringing the position to 2,036,157 shares worth $154M. The position accounts for 2.84% of the portfolio, ranked #7.

TD Private Client Wealth first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. 1,345 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

TD Private Client Wealth held 2,036,157 shares of iShares Core Dividend Growth ETF worth $154M as of Q2 2026.
TD Private Client Wealth bought 165,623 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $12.2M.
iShares Core Dividend Growth ETF made up 2.84% of TD Private Client Wealth's portfolio in Q2 2026, its #7 holding.
TD Private Client Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,345 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.