Wealth Enhancement Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wealth Enhancement Advisory Services’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	$31.7M	Buy	411,438 +23,352	+6%	+$1.72M	0.05%	307
2026 Q1	$27.3M	Sell	388,086 -191,982	-33%	-$13.8M	0.06%	308
2025 Q4	$41M	Sell	580,068 -1,841	-0.3%	-$127K	0.06%	300
2025 Q3	$39.8M	Sell	581,909 -34,322	-6%	-$2.27M	0.06%	278
2025 Q2	$40.2M	Sell	616,231 -6,674	-1%	-$407K	0.07%	267
2025 Q1	$38.5M	Buy	622,905 +8,322	+1%	+$521K	0.07%	251
2024 Q4	$37.7M	Buy	614,583 +95,943	+18%	+$6.05M	0.07%	255
2024 Q3	$32.5M	Sell	518,640 -47,330	-8%	-$2.85M	0.07%	269
2024 Q2	$32.6M	Buy	565,970 +23,518	+4%	+$1.34M	0.08%	244
2024 Q1	$31.5M	Sell	542,452 -10,009	-2%	-$556K	0.08%	245
2023 Q4	$29.7M	Sell	552,461 -52,693	-9%	-$2.67M	0.09%	218
2023 Q3	$30M	Buy	+605,154	New	+$31.3M	0.1%	210

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 Enhancement Advisory Services's DGRO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 6% in Q2 2026, buying an estimated $1.72M and bringing the position to 411,438 shares worth $31.7M. The position accounts for 0.05% of the portfolio, ranked #307.

Wealth Enhancement Advisory Services first reported a position in DGRO in Q3 2023 and has held it in 12 quarters since. The position peaked at $41M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Wealth Enhancement Advisory Services held 411,438 shares of iShares Core Dividend Growth ETF worth $31.7M as of Q2 2026.
Wealth Enhancement Advisory Services bought 23,352 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.72M.
iShares Core Dividend Growth ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #307 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Core Dividend Growth ETF position peaked at $41M in Q4 2025.
1,345 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.