Tradewinds Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Tradewinds Capital Management’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	–	Sell	-47	Closed	-$3.3K	–	735
2026 Q1	$3.3K	Hold	47	–	–	﹤0.01%	504
2025 Q4	$3.26K	Sell	47 -1	-2%	-$69	﹤0.01%	487
2025 Q3	$3.27K	Hold	48	–	–	﹤0.01%	472
2025 Q2	$3.07K	Buy	+48	New	+$2.93K	﹤0.01%	433
2023 Q1	–	Sell	-480	Closed	-$24K	–	518
2022 Q4	$24K	Buy	+480	New	+$23.6K	0.01%	144
2022 Q2	–	Sell	-753	Closed	-$40K	–	509
2022 Q1	$40K	Buy	753 +617	+454%	+$32.9K	0.01%	273
2021 Q4	$8K	Sell	136 -4	-3%	-$213	﹤0.01%	521
2021 Q3	$7K	Sell	140 -900	-87%	-$46.6K	﹤0.01%	509
2021 Q2	$52K	Buy	+1,040	New	+$52.2K	0.01%	244

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

Tradewinds Capital Management's DGRO Position: Q2 2026 in Review

Tradewinds Capital Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 47 shares — an estimated $3.3K sold.

Tradewinds Capital Management first reported a position in DGRO in Q2 2021 and held it in 9 quarters. The position peaked at $52K in Q2 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Tradewinds Capital Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Tradewinds Capital Management sold 47 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.3K.
Tradewinds Capital Management first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 9 quarters.
Tradewinds Capital Management's iShares Core Dividend Growth ETF position peaked at $52K in Q2 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.