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

VestGen 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	$3.18M	Sell	42,000 -1,430	-3%	-$105K	0.09%	218
2026 Q1	$3.19M	Buy	43,430 +2,657	+7%	+$190K	0.08%	215
2025 Q4	$2.83M	Sell	40,773 -1,106	-3%	-$76K	0.12%	173
2025 Q3	$2.85M	Buy	41,879 +24,794	+145%	+$1.64M	0.1%	197
2025 Q2	$1.1M	Sell	17,085 -472	-3%	-$28.8K	0.04%	316
2025 Q1	$1.08M	Buy	+17,557	New	+$1.1M	0.05%	300

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

VestGen Advisors's DGRO Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.3% in Q2 2026, selling an estimated $105K and leaving 42,000 shares worth $3.18M. The position accounts for 0.09% of the portfolio, ranked #218.

VestGen Advisors first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.19M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

VestGen Advisors held 42,000 shares of iShares Core Dividend Growth ETF worth $3.18M as of Q2 2026.
VestGen Advisors sold 1,430 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $105K.
iShares Core Dividend Growth ETF made up 0.09% of VestGen Advisors's portfolio in Q2 2026, its #218 holding.
VestGen Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares Core Dividend Growth ETF position peaked at $3.19M in Q1 2026.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.