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DGRO icon

Waterfront Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Waterfront Wealth’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 		$394K Buy
5,114
+966
+23% +$71.3K 0.06% 233
2026
Q1 		$291K Sell
4,148
-18
-0.4% -$1.29K 0.05% 243
2025
Q4 		$298K Buy
4,166
+17
+0.4% +$1.17K 0.06% 234
2025
Q3 		$283K Sell
4,149
-99
-2% -$6.54K 0.06% 236
2025
Q2 		$272K Sell
4,248
-112
-3% -$6.83K 0.06% 233
2025
Q1 		$269K Buy
4,360
+114
+3% +$7.14K 0.07% 227
2024
Q4 		$260K Buy
4,246
+50
+1% +$3.15K 0.06% 227
2024
Q3 		$263K Buy
4,196
+1
+0% +$60 0.06% 228
2024
Q2 		$242K Hold
4,195
– – 0.07% 224
2024
Q1 		$236K Hold
4,195
– – 0.07% 229
2023
Q4 		$226K Sell
4,195
-1
-0% -$51 0.07% 230
2023
Q3 		$203K Hold
4,196
– – 0.07% 232
2023
Q2 		$224K Sell
4,196
-688
-14% -$34.6K 0.07% 229
2023
Q1 		$244K Buy
4,884
+137
+3% +$6.88K 0.08% 216
2022
Q4 		$243K Sell
4,747
-68
-1% -$3.34K 0.08% 220
2022
Q3 		$234K Buy
+4,815
New +$237K 0.09% 218

Other funds holding DGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
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

Waterfront Wealth's DGRO Position: Q2 2026 in Review

Waterfront Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 23% in Q2 2026, buying an estimated $71.3K and bringing the position to 5,114 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #233.

Waterfront Wealth first reported a position in DGRO in Q3 2022 and has held it in 16 quarters since. 632 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Waterfront Wealth held 5,114 shares of iShares Core Dividend Growth ETF worth $394K as of Q2 2026.
  • Waterfront Wealth bought 966 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $71.3K.
  • iShares Core Dividend Growth ETF made up 0.06% of Waterfront Wealth's portfolio in Q2 2026, its #233 holding.
  • Waterfront Wealth first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.