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

True Link 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	–	Sell	-1,589	Closed	-$112K	–	175
2026 Q1	$112K	Buy	+1,589	New	+$114K	0.01%	139
2022 Q1	–	Sell	-544	Closed	-$30K	–	163
2021 Q4	$30K	Buy	+544	New	+$29K	﹤0.01%	515

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

True Link Financial Advisors's DGRO Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 1,589 shares — an estimated $112K sold.

True Link Financial Advisors first reported a position in DGRO in Q4 2021 and held it in 2 quarters. The position peaked at $112K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

True Link Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 1,589 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $112K.
True Link Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 2 quarters.
True Link Financial Advisors's iShares Core Dividend Growth ETF position peaked at $112K in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.