VisionPoint Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$301K Buy
3,968
+16
+0.4% +$1.18K 0.05% 356
2026
Q1
$277K Buy
3,952
+489
+14% +$35.1K 0.05% 353
2025
Q4
$240K Sell
3,463
-251
-7% -$17.3K 0.05% 346
2025
Q3
$253K Buy
3,714
+221
+6% +$14.6K 0.05% 334
2025
Q2
$223K Buy
+3,493
New +$213K 0.05% 327
2023
Q4
Sell
-10
Closed -$495 779
2023
Q3
$495 Buy
+10
New +$518 ﹤0.01% 629

Other funds holding DGRO

VisionPoint Advisory Group's DGRO Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.4% in Q2 2026, buying an estimated $1.18K and bringing the position to 3,968 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #356.

VisionPoint Advisory Group first reported a position in DGRO in Q3 2023 and has held it in 6 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • VisionPoint Advisory Group held 3,968 shares of iShares Core Dividend Growth ETF worth $301K as of Q2 2026.
  • VisionPoint Advisory Group bought 16 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.18K.
  • iShares Core Dividend Growth ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #356 holding.
  • VisionPoint Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 6 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.