United Advisor Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

United Advisor Group’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	$290K	Buy	3,824 +41	+1%	+$3.02K	0.03%	433
2026 Q1	$265K	Sell	3,783 -85	-2%	-$6.09K	0.03%	419
2025 Q4	$269K	Sell	3,868 -436	-10%	-$30K	0.03%	401
2025 Q3	$293K	Buy	+4,304	New	+$284K	0.04%	360
2025 Q1	–	Sell	-4,648	Closed	-$285K	–	358
2024 Q4	$285K	Sell	4,648 -698	-13%	-$44K	0.06%	303
2024 Q3	$335K	Buy	+5,346	New	+$322K	0.08%	261

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

United Advisor Group's DGRO Position: Q2 2026 in Review

United Advisor Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q2 2026, buying an estimated $3.02K and bringing the position to 3,824 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #433.

United Advisor Group first reported a position in DGRO in Q3 2024 and has held it in 6 quarters since. The position peaked at $335K in Q3 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

United Advisor Group held 3,824 shares of iShares Core Dividend Growth ETF worth $290K as of Q2 2026.
United Advisor Group bought 41 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.02K.
iShares Core Dividend Growth ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #433 holding.
United Advisor Group first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 6 quarters since.
United Advisor Group's iShares Core Dividend Growth ETF position peaked at $335K in Q3 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.