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The Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

The Wealth Group’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 		$7.59M Sell
100,102
-3,774
-4% -$278K 1.45% 11
2026
Q1 		$7.29M Sell
103,876
-10,138
-9% -$727K 1.66% 10
2025
Q4 		$7.91M Sell
114,014
-52,172
-31% -$3.59M 1.77% 10
2025
Q3 		$11.3M Sell
166,186
-73,955
-31% -$4.89M 2.62% 10
2025
Q2 		$15.4M Sell
240,141
-66,530
-22% -$4.06M 3.91% 8
2025
Q1 		$18.9M Sell
306,671
-7,913
-3% -$496K 5.55% 7
2024
Q4 		$19.3M Buy
314,584
+4,444
+1% +$280K 5.58% 7
2024
Q3 		$19.4M Buy
310,140
+8,360
+3% +$504K 5.66% 7
2024
Q2 		$17.4M Buy
301,780
+5,140
+2% +$294K 5.25% 7
2024
Q1 		$17.1M Buy
296,640
+4,364
+1% +$242K 5.28% 8
2023
Q4 		$16M Buy
+292,276
New +$14.8M 5.3% 7

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
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
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

The Wealth Group's DGRO Position: Q2 2026 in Review

The Wealth Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.6% in Q2 2026, selling an estimated $278K and leaving 100,102 shares worth $7.59M. The position accounts for 1.45% of the portfolio, ranked #11.

The Wealth Group first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.4M in Q3 2024. 235 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • The Wealth Group held 100,102 shares of iShares Core Dividend Growth ETF worth $7.59M as of Q2 2026.
  • The Wealth Group sold 3,774 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $278K.
  • iShares Core Dividend Growth ETF made up 1.45% of The Wealth Group's portfolio in Q2 2026, its #11 holding.
  • The Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • The Wealth Group's iShares Core Dividend Growth ETF position peaked at $19.4M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.