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

Wealth Effects’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	$698K	Buy	9,213 +314	+4%	+$23.2K	0.19%	97
2026 Q1	$625K	Buy	8,899 +436	+5%	+$31.3K	0.22%	86
2025 Q4	$588K	Sell	8,463 -273	-3%	-$18.8K	0.18%	98
2025 Q3	$595K	Buy	8,736 +215	+3%	+$14.2K	0.19%	98
2025 Q2	$545K	Sell	8,521 -10	-0.1%	-$610	0.2%	93
2025 Q1	$527K	Hold	8,531	–	–	0.22%	91
2024 Q4	$523K	Sell	8,531 -447	-5%	-$28.2K	0.19%	106
2024 Q3	$563K	Sell	8,978 -5	-0.1%	-$301	0.2%	98
2024 Q2	$518K	Sell	8,983 -1,827	-17%	-$104K	0.19%	101
2024 Q1	$628K	Sell	10,810 -2,631	-20%	-$146K	0.23%	88
2023 Q4	$723K	Buy	13,441 +5,999	+81%	+$304K	0.27%	86
2023 Q3	$369K	Buy	7,442 +100	+1%	+$5.18K	0.18%	113
2023 Q2	$378K	Buy	7,342 +451	+7%	+$22.7K	0.17%	121
2023 Q1	$344K	Buy	6,891 +1,741	+34%	+$87.4K	0.18%	127
2022 Q4	$258K	Buy	+5,150	New	+$253K	0.15%	146

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 Effects's DGRO Position: Q2 2026 in Review

Wealth Effects increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q2 2026, buying an estimated $23.2K and bringing the position to 9,213 shares worth $698K. The position accounts for 0.19% of the portfolio, ranked #97.

Wealth Effects first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $723K in Q4 2023. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Wealth Effects held 9,213 shares of iShares Core Dividend Growth ETF worth $698K as of Q2 2026.
Wealth Effects bought 314 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $23.2K.
iShares Core Dividend Growth ETF made up 0.19% of Wealth Effects's portfolio in Q2 2026, its #97 holding.
Wealth Effects first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
Wealth Effects's iShares Core Dividend Growth ETF position peaked at $723K in Q4 2023.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.