Ulland Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ulland Investment 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	$33K	Hold	440	–	–	0.02%	142
2026 Q1	$31K	Hold	440	–	–	0.03%	138
2025 Q4	$31K	Hold	440	–	–	0.02%	134
2025 Q3	$30K	Hold	440	–	–	0.02%	135
2025 Q2	$28K	Hold	440	–	–	0.02%	133
2025 Q1	$27K	Hold	440	–	–	0.02%	138
2024 Q4	$27K	Buy	+440	New	+$27.8K	0.02%	139

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ulland Investment Advisors's DGRO Position: Q2 2026 in Review

Ulland Investment Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 440 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #142.

Ulland Investment Advisors first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Ulland Investment Advisors held 440 shares of iShares Core Dividend Growth ETF worth $33K as of Q2 2026.
Ulland Investment Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.02% of Ulland Investment Advisors's portfolio in Q2 2026, its #142 holding.
Ulland Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.