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

Wealth Architects’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	–	Sell	-3,206	Closed	-$225K	–	253
2026 Q1	$225K	Hold	3,206	–	–	0.02%	218
2025 Q4	$223K	Hold	3,206	–	–	0.02%	215
2025 Q3	$218K	Hold	3,206	–	–	0.02%	214
2025 Q2	$205K	Buy	+3,206	New	+$195K	0.02%	220
2023 Q3	–	Sell	-4,085	Closed	-$211K	–	191
2023 Q2	$211K	Buy	+4,085	New	+$205K	0.03%	177

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

Wealth Architects's DGRO Position: Q2 2026 in Review

Wealth Architects sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,206 shares — an estimated $225K sold.

Wealth Architects first reported a position in DGRO in Q2 2023 and held it in 5 quarters. The position peaked at $225K in Q1 2026. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Wealth Architects reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Wealth Architects sold 3,206 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $225K.
Wealth Architects first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and held it in 5 quarters.
Wealth Architects's iShares Core Dividend Growth ETF position peaked at $225K in Q1 2026.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.