Visionary Horizons’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Visionary Horizons’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	$277K	Buy	3,651 +190	+5%	+$14K	0.12%	125
2026 Q1	$243K	Sell	3,461 -489	-12%	-$35.1K	0.12%	115
2025 Q4	$274K	Buy	3,950 +88	+2%	+$6.05K	0.14%	97
2025 Q3	$263K	Sell	3,862 -31	-0.8%	-$2.05K	0.15%	98
2025 Q2	$249K	Buy	3,893 +2	+0.1%	+$122	0.16%	87
2025 Q1	$240K	Buy	+3,891	New	+$244K	0.17%	83

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

Visionary Horizons's DGRO Position: Q2 2026 in Review

Visionary Horizons increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.5% in Q2 2026, buying an estimated $14K and bringing the position to 3,651 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #125.

Visionary Horizons first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Visionary Horizons held 3,651 shares of iShares Core Dividend Growth ETF worth $277K as of Q2 2026.
Visionary Horizons bought 190 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $14K.
iShares Core Dividend Growth ETF made up 0.12% of Visionary Horizons's portfolio in Q2 2026, its #125 holding.
Visionary Horizons first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
664 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.