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

Traynor 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	$377K	Buy	4,971 +117	+2%	+$8.63K	0.02%	228
2026 Q1	$335K	Buy	4,854 +729	+18%	+$52.3K	0.02%	225
2025 Q4	$286K	Sell	4,125 -1,040	-20%	-$71.5K	0.02%	257
2025 Q3	$352K	Buy	+5,165	New	+$341K	0.02%	225
2025 Q2	–	Sell	-3,994	Closed	-$247K	–	271
2025 Q1	$247K	Buy	3,994 +64	+2%	+$4.01K	0.02%	181
2024 Q4	$241K	Buy	+3,930	New	+$248K	0.02%	212

Other funds holding DGRO

AWM

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 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

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

Traynor Capital Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.4% in Q2 2026, buying an estimated $8.63K and bringing the position to 4,971 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #228.

Traynor Capital Management first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Traynor Capital Management held 4,971 shares of iShares Core Dividend Growth ETF worth $377K as of Q2 2026.
Traynor Capital Management bought 117 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $8.63K.
iShares Core Dividend Growth ETF made up 0.02% of Traynor Capital Management's portfolio in Q2 2026, its #228 holding.
Traynor Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
395 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.