Vista Cima Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vista Cima Wealth Management’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	$4.38M	Buy	57,825 +2,060	+4%	+$152K	3.26%	10
2026 Q1	$3.91M	Sell	55,765 -23,679	-30%	-$1.7M	3.87%	9
2025 Q4	$5.52M	Buy	79,444 +3,215	+4%	+$221K	4.6%	6
2025 Q3	$5.19M	Buy	76,229 +3,178	+4%	+$210K	4.32%	4
2025 Q2	$4.67M	Buy	73,051 +2,289	+3%	+$140K	4.37%	7
2025 Q1	$4.37M	Buy	70,762 +1,290	+2%	+$80.8K	4.71%	6
2024 Q4	$4.26M	Buy	+69,472	New	+$4.38M	4.43%	6

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

Vista Cima Wealth Management's DGRO Position: Q2 2026 in Review

Vista Cima Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.7% in Q2 2026, buying an estimated $152K and bringing the position to 57,825 shares worth $4.38M. The position accounts for 3.26% of the portfolio, ranked #10.

Vista Cima Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.52M in Q4 2025. 1,349 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Vista Cima Wealth Management held 57,825 shares of iShares Core Dividend Growth ETF worth $4.38M as of Q2 2026.
Vista Cima Wealth Management bought 2,060 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $152K.
iShares Core Dividend Growth ETF made up 3.26% of Vista Cima Wealth Management's portfolio in Q2 2026, its #10 holding.
Vista Cima Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
Vista Cima Wealth Management's iShares Core Dividend Growth ETF position peaked at $5.52M in Q4 2025.
1,349 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.