Vericrest Private Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vericrest Private Wealth’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	$210K	Buy	+2,775	New	+$205K	0.19%	43
2022 Q2	$955K	Buy	20,054 +2,084	+12%	+$105K	1.17%	25
2022 Q1	$960K	Buy	17,970 +3,184	+22%	+$170K	1%	27
2021 Q4	$822K	Buy	+14,786	New	+$789K	0.76%	28

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

Vericrest Private Wealth's DGRO Position: Q2 2026 in Review

Vericrest Private Wealth opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 2,775 shares worth $210K. The stake represents 0.19% of the portfolio and ranks #43 among its holdings. This is a return to the name: Vericrest Private Wealth previously reported a position in DGRO as recently as Q2 2022.

Vericrest Private Wealth first reported a position in DGRO in Q4 2021 and has held it in 4 quarters since. The position peaked at $960K in Q1 2022. 1,349 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Vericrest Private Wealth held 2,775 shares of iShares Core Dividend Growth ETF worth $210K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Vericrest Private Wealth position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.19% of Vericrest Private Wealth's portfolio in Q2 2026, its #43 holding.
Vericrest Private Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 4 quarters since.
Vericrest Private Wealth's iShares Core Dividend Growth ETF position peaked at $960K in Q1 2022.
1,349 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.