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

WCG Wealth 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	$3.09M	Sell	40,742 -5,184	-11%	-$382K	0.07%	237
2026 Q1	$3.22M	Buy	45,926 +8,207	+22%	+$588K	0.09%	207
2025 Q4	$2.62M	Buy	37,719 +5,277	+16%	+$363K	0.07%	227
2025 Q3	$2.21M	Sell	32,442 -4,311	-12%	-$285K	0.14%	146
2025 Q2	$2.35M	Buy	36,753 +1,228	+3%	+$74.9K	0.15%	144
2025 Q1	$2.19M	Sell	35,525 -4,668	-12%	-$293K	0.17%	137
2024 Q4	$2.46M	Sell	40,193 -2,665	-6%	-$168K	0.16%	136
2024 Q3	$2.69M	Buy	42,858 +2,530	+6%	+$153K	0.18%	129
2024 Q2	$2.32M	Buy	+40,328	New	+$2.3M	0.17%	123
2023 Q4	–	Sell	-14,159	Closed	-$756K	–	298
2023 Q3	$756K	Buy	+14,159	New	+$733K	0.06%	221
2022 Q4	–	Sell	-5,607	Closed	-$441K	–	180
2022 Q3	$441K	Sell	5,607 -4,029	-42%	-$198K	0.06%	196
2022 Q2	$459K	Buy	+9,636	New	+$486K	0.06%	176

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 22.9% 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

WCG Wealth Advisors's DGRO Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q2 2026, selling an estimated $382K and leaving 40,742 shares worth $3.09M. The position accounts for 0.07% of the portfolio, ranked #237.

WCG Wealth Advisors first reported a position in DGRO in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.22M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

WCG Wealth Advisors held 40,742 shares of iShares Core Dividend Growth ETF worth $3.09M as of Q2 2026.
WCG Wealth Advisors sold 5,184 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $382K.
iShares Core Dividend Growth ETF made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #237 holding.
WCG Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 12 quarters since.
WCG Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $3.22M in Q1 2026.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.