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

Wealth Management Associates’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 		$1.31M Buy
17,266
+211
+1% +$15.6K 0.36% 55
2026
Q1 		$1.2M Buy
17,055
+2,565
+18% +$184K 0.41% 55
2025
Q4 		$1.01M Buy
14,490
+2,780
+24% +$191K 0.35% 62
2025
Q3 		$797K Buy
11,710
+174
+2% +$11.5K 0.28% 67
2025
Q2 		$738K Buy
11,536
+4
+0% +$244 0.29% 70
2025
Q1 		$712K Buy
11,532
+103
+0.9% +$6.45K 0.31% 65
2024
Q4 		$701K Sell
11,429
-255
-2% -$16.1K 0.3% 67
2024
Q3 		$732K Buy
11,684
+229
+2% +$13.8K 0.32% 64
2024
Q2 		$660K Hold
11,455
– – 0.31% 67
2024
Q1 		$660K Buy
11,455
+462
+4% +$25.6K 0.31% 67
2023
Q4 		$592K Buy
10,993
+89
+0.8% +$4.51K 0.31% 72
2023
Q3 		$540K Buy
10,904
+2,370
+28% +$123K 0.32% 74
2023
Q2 		$440K Buy
8,534
+18
+0.2% +$905 0.25% 84
2023
Q1 		$426K Buy
8,516
+28
+0.3% +$1.41K 0.26% 90
2022
Q4 		$424K Buy
8,488
+4
+0% +$196 0.28% 83
2022
Q3 		$377K Buy
8,484
+17
+0.2% +$837 0.27% 103
2022
Q2 		$403K Sell
8,467
-303
-3% -$15.3K 0.28% 97
2022
Q1 		$468K Buy
8,770
+3
+0% +$160 0.27% 99
2021
Q4 		$487K Buy
8,767
+3
+0% +$160 0.26% 100
2021
Q3 		$440K Buy
8,764
+53
+0.6% +$2.75K 0.26% 102
2021
Q2 		$439K Buy
8,711
+118
+1% +$5.92K 0.25% 109
2021
Q1 		$415K Buy
8,593
+3
+0% +$139 0.26% 98
2020
Q4 		$385K Sell
8,590
-696
-7% -$29.6K 0.25% 100
2020
Q3 		$370K Sell
9,286
-37
-0.4% -$1.47K 0.29% 85
2020
Q2 		$351K Buy
9,323
+4
+0% +$145 0.3% 83
2020
Q1 		$304K Buy
9,319
+1,577
+20% +$61.7K 0.31% 80
2019
Q4 		$326K Buy
7,742
+2,602
+51% +$105K 0.23% 98
2019
Q3 		$201K Buy
+5,140
New +$198K 0.16% 140

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Management Associates's DGRO Position: Q2 2026 in Review

Wealth Management Associates increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.2% in Q2 2026, buying an estimated $15.6K and bringing the position to 17,266 shares worth $1.31M. The position accounts for 0.36% of the portfolio, ranked #55.

Wealth Management Associates first reported a position in DGRO in Q3 2019 and has held it in 28 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Wealth Management Associates held 17,266 shares of iShares Core Dividend Growth ETF worth $1.31M as of Q2 2026.
  • Wealth Management Associates bought 211 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $15.6K.
  • iShares Core Dividend Growth ETF made up 0.36% of Wealth Management Associates's portfolio in Q2 2026, its #55 holding.
  • Wealth Management Associates first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.