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

Transamerica 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	$413K	Buy	5,447 +2,028	+59%	+$150K	0.04%	312
2026 Q1	$240K	Buy	3,419 +1,010	+42%	+$72.4K	0.02%	377
2025 Q4	$167K	Buy	2,409 +881	+58%	+$60.6K	0.01%	388
2025 Q3	$104K	Buy	+1,528	New	+$101K	0.01%	399
2023 Q1	–	Sell	-168	Closed	-$9K	–	628
2022 Q4	$9K	Hold	168	–	–	﹤0.01%	321
2022 Q3	$8K	Hold	168	–	–	﹤0.01%	321
2022 Q2	$9K	Buy	+168	New	+$8.47K	﹤0.01%	318

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

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

Transamerica Financial Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 59% in Q2 2026, buying an estimated $150K and bringing the position to 5,447 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #312.

Transamerica Financial Advisors first reported a position in DGRO in Q2 2022 and has held it in 7 quarters since. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Transamerica Financial Advisors held 5,447 shares of iShares Core Dividend Growth ETF worth $413K as of Q2 2026.
Transamerica Financial Advisors bought 2,028 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $150K.
iShares Core Dividend Growth ETF made up 0.04% of Transamerica Financial Advisors's portfolio in Q2 2026, its #312 holding.
Transamerica Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 7 quarters since.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.