Walkner Condon Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Walkner Condon Financial 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	$910K	Sell	12,002 -155	-1%	-$11.4K	0.1%	131
2026 Q1	$853K	Buy	12,157 +474	+4%	+$34K	0.11%	132
2025 Q4	$811K	Sell	11,683 -267	-2%	-$18.4K	0.11%	129
2025 Q3	$814K	Sell	11,950 -18	-0.2%	-$1.19K	0.13%	121
2025 Q2	$765K	Sell	11,968 -2,733	-19%	-$167K	0.14%	115
2025 Q1	$908K	Sell	14,701 -1,748	-11%	-$110K	0.18%	98
2024 Q4	$1.01M	Sell	16,449 -7,049	-30%	-$445K	0.21%	96
2024 Q3	$1.47M	Sell	23,498 -615	-3%	-$37.1K	0.3%	72
2024 Q2	$1.39M	Sell	24,113 -4,153	-15%	-$237K	0.3%	74
2024 Q1	$1.64M	Sell	28,266 -547	-2%	-$30.4K	0.35%	70
2023 Q4	$1.55M	Sell	28,813 -288	-1%	-$14.6K	0.35%	72
2023 Q3	$1.44M	Sell	29,101 -200	-0.7%	-$10.4K	0.38%	68
2023 Q2	$1.51M	Buy	29,301 +35	+0.1%	+$1.76K	0.4%	62
2023 Q1	$1.46M	Buy	29,266 +83	+0.3%	+$4.17K	0.41%	58
2022 Q4	$1.46M	Buy	29,183 +1,250	+4%	+$61.4K	0.44%	57
2022 Q3	$1.24M	Sell	27,933 -5	-0%	-$246	0.4%	62
2022 Q2	$1.33M	Sell	27,938 -242	-0.9%	-$12.2K	0.42%	61
2022 Q1	$1.5M	Sell	28,180 -5,787	-17%	-$309K	0.43%	55
2021 Q4	$1.89M	Buy	33,967 +14,813	+77%	+$791K	1.23%	25
2021 Q3	$962K	Buy	+19,154	New	+$992K	0.47%	49

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

Walkner Condon Financial Advisors's DGRO Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q2 2026, selling an estimated $11.4K and leaving 12,002 shares worth $910K. The position accounts for 0.1% of the portfolio, ranked #131.

Walkner Condon Financial Advisors first reported a position in DGRO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.89M in Q4 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Walkner Condon Financial Advisors held 12,002 shares of iShares Core Dividend Growth ETF worth $910K as of Q2 2026.
Walkner Condon Financial Advisors sold 155 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $11.4K.
iShares Core Dividend Growth ETF made up 0.1% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #131 holding.
Walkner Condon Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 20 quarters since.
Walkner Condon Financial Advisors's iShares Core Dividend Growth ETF position peaked at $1.89M in Q4 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.