Valued Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Valued Wealth 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	$207K	Hold	2,729	–	–	0.08%	49
2026 Q1	$192K	Hold	2,729	–	–	0.08%	47
2025 Q4	$189K	Hold	2,729	–	–	0.08%	45
2025 Q3	$186K	Hold	2,729	–	–	0.09%	43
2025 Q2	$174K	Sell	2,729 -30	-1%	-$1.83K	0.09%	43
2025 Q1	$170K	Sell	2,759 -17	-0.6%	-$1.06K	0.1%	40
2024 Q4	$170K	Buy	+2,776	New	+$175K	0.11%	43

Other funds holding DGRO

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Valued Wealth Advisors's DGRO Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 2,729 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #49.

Valued Wealth Advisors first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Valued Wealth Advisors held 2,729 shares of iShares Core Dividend Growth ETF worth $207K as of Q2 2026.
Valued Wealth Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.08% of Valued Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Valued Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.