Teamwork Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Teamwork Financial 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	$1.66M	Buy	21,962 +1,009	+5%	+$74.4K	0.15%	94
2026 Q1	$1.47M	Buy	20,953 +1,488	+8%	+$107K	0.16%	93
2025 Q4	$1.35M	Buy	19,465 +3,112	+19%	+$214K	0.14%	92
2025 Q3	$1.11M	Buy	16,353 +771	+5%	+$51K	0.11%	97
2025 Q2	$996K	Buy	15,582 +1,713	+12%	+$104K	0.12%	100
2025 Q1	$857K	Buy	13,869 +10,485	+310%	+$657K	0.11%	94
2024 Q4	$208K	Buy	+3,384	New	+$213K	0.03%	150
2024 Q2	–	Sell	-4,403	Closed	-$256K	–	156
2024 Q1	$256K	Sell	4,403 -228	-5%	-$12.7K	0.04%	159
2023 Q4	$249K	Sell	4,631 -856	-16%	-$43.4K	0.04%	156
2023 Q3	$272K	Sell	5,487 -3,965	-42%	-$205K	0.04%	165
2023 Q2	$487K	Sell	9,452 -20,583	-69%	-$1.04M	0.08%	130
2023 Q1	$1.5M	Buy	30,035 +1,097	+4%	+$55.1K	0.28%	58
2022 Q4	$1.45M	Buy	28,938 +11,429	+65%	+$561K	0.29%	57
2022 Q3	$779K	Buy	17,509 +4,264	+32%	+$210K	0.17%	89
2022 Q2	$631K	Sell	13,245 -1,672	-11%	-$84.3K	0.14%	104
2022 Q1	$797K	Buy	14,917 +2,154	+17%	+$115K	0.15%	121
2021 Q4	$709K	Buy	12,763 +1,382	+12%	+$73.8K	0.13%	152
2021 Q3	$572K	Buy	11,381 +755	+7%	+$39.1K	0.11%	145
2021 Q2	$535K	Sell	10,626 -651	-6%	-$32.7K	0.11%	147
2021 Q1	$544K	Buy	11,277 +222	+2%	+$10.3K	0.13%	134
2020 Q4	$495K	Buy	11,055 +3,131	+40%	+$133K	0.12%	124
2020 Q3	$315K	Sell	7,924 -7,725	-49%	-$307K	0.1%	140
2020 Q2	$588K	Buy	+15,649	New	+$569K	0.21%	97

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Teamwork Financial Advisors's DGRO Position: Q2 2026 in Review

Teamwork Financial Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.8% in Q2 2026, buying an estimated $74.4K and bringing the position to 21,962 shares worth $1.66M. The position accounts for 0.15% of the portfolio, ranked #94.

Teamwork Financial Advisors first reported a position in DGRO in Q2 2020 and has held it in 23 quarters since. 314 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Teamwork Financial Advisors held 21,962 shares of iShares Core Dividend Growth ETF worth $1.66M as of Q2 2026.
Teamwork Financial Advisors bought 1,009 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $74.4K.
iShares Core Dividend Growth ETF made up 0.15% of Teamwork Financial Advisors's portfolio in Q2 2026, its #94 holding.
Teamwork Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 23 quarters since.
314 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.