TRUE Private Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $652K | Buy |
8,600
+127
| +1% | +$9.37K | 0.06% | 157 |
|
|
2026
Q1 | $595K | Buy |
8,473
+274
| +3% | +$19.6K | 0.06% | 149 |
|
|
2025
Q4 | $569K | Buy |
8,199
+1,983
| +32% | +$136K | 0.06% | 147 |
|
|
2025
Q3 | $423K | Sell |
6,216
-521
| -8% | -$34.4K | 0.04% | 175 |
|
|
2025
Q2 | $431K | Buy |
6,737
+138
| +2% | +$8.41K | 0.05% | 163 |
|
|
2025
Q1 | $408K | Buy |
6,599
+213
| +3% | +$13.3K | 0.05% | 150 |
|
|
2024
Q4 | $392K | Buy |
6,386
+108
| +2% | +$6.81K | 0.05% | 154 |
|
|
2024
Q3 | $394K | Buy |
6,278
+405
| +7% | +$24.4K | 0.05% | 141 |
|
|
2024
Q2 | $338K | Buy |
5,873
+1,452
| +33% | +$82.9K | 0.04% | 208 |
|
|
2024
Q1 | $257K | Buy |
4,421
+53
| +1% | +$2.94K | 0.03% | 250 |
|
|
2023
Q4 | $235K | Sell |
4,368
-290
| -6% | -$14.7K | 0.03% | 249 |
|
|
2023
Q3 | $231K | Buy |
4,658
+84
| +2% | +$4.35K | 0.03% | 233 |
|
|
2023
Q2 | $236K | Buy |
4,574
+49
| +1% | +$2.46K | 0.03% | 207 |
|
|
2023
Q1 | $226K | Sell |
4,525
-145
| -3% | -$7.28K | 0.03% | 203 |
|
|
2022
Q4 | $233K | Buy |
4,670
+19
| +0.4% | +$933 | 0.04% | 196 |
|
|
2022
Q3 | $206K | Buy |
4,651
+190
| +4% | +$9.35K | 0.03% | 200 |
|
|
2022
Q2 | $212K | Buy |
4,461
+51
| +1% | +$2.57K | 0.03% | 212 |
|
|
2022
Q1 | $230K | Sell |
4,410
-998
| -18% | -$53.3K | 0.03% | 217 |
|
|
2021
Q4 | $300K | Buy |
5,408
+300
| +6% | +$16K | 0.04% | 205 |
|
|
2021
Q3 | $256K | Sell |
5,108
-219
| -4% | -$11.3K | 0.04% | 203 |
|
|
2021
Q2 | $268K | Buy |
+5,327
| New | +$267K | 0.04% | 191 |
|
|
2021
Q1 | – | Sell |
-28
| Closed | -$1K | – | 347 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 695 |
|
|
2020
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 648 |
|
|
2020
Q2 | $1K | Buy |
+28
| New | +$1.02K | ﹤0.01% | 643 |
|
|
2020
Q1 | – | Sell |
-75,614
| Closed | -$3.18M | – | 707 |
|
|
2019
Q4 | $3.18M | Buy |
75,614
+7,742
| +11% | +$313K | 0.49% | 31 |
|
|
2019
Q3 | $2.66M | Sell |
67,872
-15,355
| -18% | -$591K | 0.46% | 32 |
|
|
2019
Q2 | $3.18M | Buy |
+83,227
| New | +$3.12M | 0.54% | 29 |
|
|
2019
Q1 | – | Sell |
-47,903
| Closed | -$1.59M | – | 216 |
|
|
2018
Q4 | $1.59M | Buy |
47,903
+12,602
| +36% | +$443K | 0.28% | 69 |
|
|
2018
Q3 | $1.32M | Buy |
35,301
+1,189
| +3% | +$43.2K | 0.19% | 86 |
|
|
2018
Q2 | $1.18M | Buy |
34,112
+4,571
| +15% | +$157K | 0.18% | 86 |
|
|
2018
Q1 | $1M | Buy |
29,541
+6,647
| +29% | +$235K | 0.17% | 87 |
|
|
2017
Q4 | $796K | Buy |
+22,894
| New | +$773K | 0.14% | 95 |
|
Other funds holding DGRO
CIA
TRUE Private Wealth Advisors's DGRO Position: Q2 2026 in Review
TRUE Private Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.5% in Q2 2026, buying an estimated $9.37K and bringing the position to 8,600 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #157.
TRUE Private Wealth Advisors first reported a position in DGRO in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.18M in Q4 2019. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.
- TRUE Private Wealth Advisors held 8,600 shares of iShares Core Dividend Growth ETF worth $652K as of Q2 2026.
- TRUE Private Wealth Advisors bought 127 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $9.37K.
- iShares Core Dividend Growth ETF made up 0.06% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #157 holding.
- TRUE Private Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 32 quarters since.
- TRUE Private Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $3.18M in Q4 2019.
- 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.