TriaGen Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

TriaGen Wealth 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	$13.1M	Buy	172,855 +4,853	+3%	+$358K	3.28%	7
2026 Q1	$11.8M	Buy	168,002 +5,708	+4%	+$409K	3.22%	6
2025 Q4	$11.3M	Buy	162,294 +7,384	+5%	+$508K	2.91%	7
2025 Q3	$10.5M	Buy	154,910 +12,428	+9%	+$821K	2.75%	7
2025 Q2	$9.11M	Buy	142,482 +7,150	+5%	+$436K	2.76%	6
2025 Q1	$8.36M	Buy	135,332 +1,106	+0.8%	+$69.3K	2.95%	6
2024 Q4	$8.23M	Buy	134,226 +1,908	+1%	+$120K	2.77%	7
2024 Q3	$8.3M	Buy	132,318 +5,866	+5%	+$354K	2.78%	7
2024 Q2	$7.28M	Buy	126,452 +272	+0.2%	+$15.5K	2.81%	8
2024 Q1	$7.33M	Buy	126,180 +14,141	+13%	+$785K	3.04%	8
2023 Q4	$6.03M	Buy	112,039 +7,729	+7%	+$392K	2.87%	6
2023 Q3	$5.17M	Buy	104,310 +4,042	+4%	+$209K	2.64%	7
2023 Q2	$5.17M	Buy	100,268 +2,583	+3%	+$130K	2.36%	7
2023 Q1	$4.88M	Buy	97,685 +4,330	+5%	+$217K	2.45%	8
2022 Q4	$4.67M	Buy	93,355 +2,520	+3%	+$124K	2.59%	7
2022 Q3	$4.04M	Buy	90,835 +9,284	+11%	+$457K	2.23%	9
2022 Q2	$3.88M	Buy	81,551 +3,776	+5%	+$190K	2.76%	4
2022 Q1	$4.15M	Buy	77,775 +5,059	+7%	+$270K	2.16%	5
2021 Q4	$4.04M	Buy	72,716 +362	+0.5%	+$19.3K	2%	5
2021 Q3	$3.63M	Sell	72,354 -3,104	-4%	-$161K	1.98%	5
2021 Q2	$3.9M	Buy	75,458 +8,323	+12%	+$418K	2.01%	5
2021 Q1	$3.24M	Buy	67,135 +7,653	+13%	+$354K	1.86%	9
2020 Q4	$2.67M	Buy	+59,482	New	+$2.53M	1.56%	9

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

TriaGen Wealth Management's DGRO Position: Q2 2026 in Review

TriaGen Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.9% in Q2 2026, buying an estimated $358K and bringing the position to 172,855 shares worth $13.1M. The position accounts for 3.28% of the portfolio, ranked #7.

TriaGen Wealth Management first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

TriaGen Wealth Management held 172,855 shares of iShares Core Dividend Growth ETF worth $13.1M as of Q2 2026.
TriaGen Wealth Management bought 4,853 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $358K.
iShares Core Dividend Growth ETF made up 3.28% of TriaGen Wealth Management's portfolio in Q2 2026, its #7 holding.
TriaGen Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.