Wealthcare Advisory Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wealthcare Advisory Partners’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	$7.14M	Sell	94,180 -1,666	-2%	-$123K	0.14%	140
2026 Q1	$6.73M	Buy	95,846 +4,321	+5%	+$310K	0.13%	145
2025 Q4	$6.35M	Buy	91,525 +13,224	+17%	+$909K	0.12%	146
2025 Q3	$5.33M	Buy	78,301 +11,415	+17%	+$754K	0.11%	164
2025 Q2	$4.28M	Buy	66,886 +7,112	+12%	+$434K	0.1%	171
2025 Q1	$3.69M	Buy	59,774 +3,559	+6%	+$223K	0.1%	178
2024 Q4	$3.45M	Buy	56,215 +1,152	+2%	+$72.7K	0.1%	176
2024 Q3	$3.45M	Buy	55,063 +21,341	+63%	+$1.29M	0.1%	183
2024 Q2	$1.94M	Buy	33,722 +6,342	+23%	+$362K	0.06%	239
2024 Q1	$1.59M	Sell	27,380 -4,192	-13%	-$233K	0.05%	274
2023 Q4	$1.7M	Buy	31,572 +1,996	+7%	+$101K	0.07%	225
2023 Q3	$1.46M	Sell	29,576 -4,657	-14%	-$241K	0.07%	218
2023 Q2	$1.76M	Sell	34,233 -5,609	-14%	-$282K	0.08%	198
2023 Q1	$1.99M	Buy	39,842 +6,888	+21%	+$346K	0.09%	175
2022 Q4	$1.65M	Buy	32,954 +8,832	+37%	+$434K	0.08%	190
2022 Q3	$1.07M	Sell	24,122 -2,623	-10%	-$129K	0.06%	224
2022 Q2	$1.27M	Sell	26,745 -5,802	-18%	-$293K	0.08%	172
2022 Q1	$1.74M	Sell	32,547 -14,007	-30%	-$748K	0.11%	116
2021 Q4	$2.59M	Buy	46,554 +8,469	+22%	+$452K	0.15%	84
2021 Q3	$1.91M	Sell	38,085 -1,616	-4%	-$83.7K	0.13%	111
2021 Q2	$2M	Buy	39,701 +4,435	+13%	+$223K	0.13%	105
2021 Q1	$1.7M	Buy	35,266 +16,214	+85%	+$750K	0.12%	103
2020 Q4	$854K	Buy	19,052 +11,622	+156%	+$494K	0.08%	167
2020 Q3	$296K	Buy	+7,430	New	+$295K	0.03%	275
2020 Q2	–	Sell	-2,005	Closed	-$65K	–	546
2020 Q1	$65K	Buy	+2,005	New	+$78.4K	0.01%	458

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

Wealthcare Advisory Partners's DGRO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.7% in Q2 2026, selling an estimated $123K and leaving 94,180 shares worth $7.14M. The position accounts for 0.14% of the portfolio, ranked #140.

Wealthcare Advisory Partners first reported a position in DGRO in Q1 2020 and has held it in 25 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Wealthcare Advisory Partners held 94,180 shares of iShares Core Dividend Growth ETF worth $7.14M as of Q2 2026.
Wealthcare Advisory Partners sold 1,666 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $123K.
iShares Core Dividend Growth ETF made up 0.14% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #140 holding.
Wealthcare Advisory Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 25 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.