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

USAdvisors 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	$1.99M	Buy	26,269 +371	+1%	+$27.4K	0.57%	40
2026 Q1	$1.79M	Buy	25,898 +97	+0.4%	+$6.95K	0.59%	40
2025 Q4	$1.79M	Buy	25,801 +129	+0.5%	+$8.87K	0.59%	40
2025 Q3	$1.75M	Buy	25,672 +497	+2%	+$32.8K	0.6%	40
2025 Q2	$1.61M	Buy	25,175 +216	+0.9%	+$13.2K	0.6%	42
2025 Q1	$1.54M	Sell	24,959 -2,754	-10%	-$173K	0.54%	45
2024 Q4	$1.7M	Buy	27,713 +228	+0.8%	+$14.4K	0.55%	46
2024 Q3	$1.72M	Sell	27,485 -400	-1%	-$24.1K	0.6%	46
2024 Q2	$1.61M	Sell	27,885 -1,685	-6%	-$96.3K	0.57%	47
2024 Q1	$1.71M	Sell	29,570 -1,287	-4%	-$71.5K	0.65%	48
2023 Q4	$1.66M	Sell	30,857 -6,436	-17%	-$326K	0.69%	44
2023 Q3	$1.85M	Sell	37,293 -486	-1%	-$25.2K	0.82%	36
2023 Q2	$1.95M	Buy	37,779 +11,860	+46%	+$597K	0.92%	32
2023 Q1	$1.3M	Sell	25,919 -115	-0.4%	-$5.77K	0.62%	45
2022 Q4	$1.3M	Buy	26,034 +37	+0.1%	+$1.82K	0.63%	41
2022 Q3	$1.16M	Buy	25,997 +1,363	+6%	+$67.1K	0.59%	42
2022 Q2	$1.17M	Buy	24,634 +958	+4%	+$48.3K	0.59%	41
2022 Q1	$1.26M	Buy	23,676 +565	+2%	+$30.2K	0.54%	46
2021 Q4	$1.28M	Buy	23,111 +789	+4%	+$42.1K	0.52%	42
2021 Q3	$1.12M	Buy	22,322 +284	+1%	+$14.7K	0.49%	48
2021 Q2	$1.11M	Buy	22,038 +1,006	+5%	+$50.5K	0.6%	42
2021 Q1	$1.01M	Buy	21,032 +3,103	+17%	+$143K	0.49%	48
2020 Q4	$791K	Buy	+17,929	New	+$762K	0.38%	48

Other funds holding DGRO

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

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

USAdvisors Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.4% in Q2 2026, buying an estimated $27.4K and bringing the position to 26,269 shares worth $1.99M. The position accounts for 0.57% of the portfolio, ranked #40.

USAdvisors Wealth Management first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. 645 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

USAdvisors Wealth Management held 26,269 shares of iShares Core Dividend Growth ETF worth $1.99M as of Q2 2026.
USAdvisors Wealth Management bought 371 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $27.4K.
iShares Core Dividend Growth ETF made up 0.57% of USAdvisors Wealth Management's portfolio in Q2 2026, its #40 holding.
USAdvisors Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
645 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.