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Weaver Consulting Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Weaver Consulting Group’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 		$3.6M Buy
47,495
+737
+2% +$54.4K 0.74% 38
2026
Q1 		$3.28M Buy
46,758
+70
+0.1% +$5.02K 0.78% 35
2025
Q4 		$3.24M Sell
46,688
-725
-2% -$49.9K 0.79% 36
2025
Q3 		$3.23M Hold
47,413
– – 0.82% 34
2025
Q2 		$3.03M Sell
47,413
-1,179
-2% -$71.9K 0.84% 34
2025
Q1 		$3M Sell
48,592
-1,371
-3% -$85.9K 0.9% 28
2024
Q4 		$3.06M Sell
49,963
-292
-0.6% -$18.4K 0.94% 28
2024
Q3 		$3.15M Hold
50,255
– – 1% 24
2024
Q2 		$2.9M Hold
50,255
– – 1.01% 25
2024
Q1 		$2.92M Hold
50,255
– – 1.08% 24
2023
Q4 		$2.7M Buy
50,255
+18
+0% +$913 1.1% 23
2023
Q3 		$2.49M Sell
50,237
-1,030
-2% -$53.3K 1.12% 22
2023
Q2 		$2.64M Sell
51,267
-162
-0.3% -$8.15K 1.17% 21
2023
Q1 		$2.57M Buy
51,429
+293
+0.6% +$14.7K 1.18% 20
2022
Q4 		$2.56M Sell
51,136
-382
-0.7% -$18.8K 1.3% 18
2022
Q3 		$2.29M Sell
51,518
-1,763
-3% -$86.8K 1.32% 18
2022
Q2 		$2.54M Sell
53,281
-2,250
-4% -$113K 1.42% 15
2022
Q1 		$2.97M Buy
55,531
+5
+0% +$267 1.44% 15
2021
Q4 		$3.09M Sell
55,526
-689
-1% -$36.8K 1.49% 16
2021
Q3 		$2.82M Sell
56,215
-159
-0.3% -$8.24K 1.53% 16
2021
Q2 		$2.84M Sell
56,374
-10,856
-16% -$545K 1.6% 14
2021
Q1 		$3.25M Buy
67,230
+989
+1% +$45.7K 1.99% 10
2020
Q4 		$2.97M Buy
66,241
+14,850
+29% +$631K 1.85% 12
2020
Q3 		$2.04M Sell
51,391
-1,337
-3% -$53.1K 1.18% 18
2020
Q2 		$1.98M Sell
52,728
-10,968
-17% -$399K 1.15% 20
2020
Q1 		$2.08M Sell
63,696
-5,242
-8% -$205K 1.36% 15
2019
Q4 		$2.7M Buy
68,938
+7,738
+13% +$313K 1.44% 15
2019
Q3 		$2.4M Buy
61,200
+2,363
+4% +$91K 1.27% 18
2019
Q2 		$2.25M Buy
58,837
+6,015
+11% +$225K 1.23% 17
2019
Q1 		$2M Buy
+52,822
New +$1.88M 0.56% 29

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

Weaver Consulting Group's DGRO Position: Q2 2026 in Review

Weaver Consulting Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.6% in Q2 2026, buying an estimated $54.4K and bringing the position to 47,495 shares worth $3.6M. The position accounts for 0.74% of the portfolio, ranked #38.

Weaver Consulting Group first reported a position in DGRO in Q1 2019 and has held it in 30 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Weaver Consulting Group held 47,495 shares of iShares Core Dividend Growth ETF worth $3.6M as of Q2 2026.
  • Weaver Consulting Group bought 737 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $54.4K.
  • iShares Core Dividend Growth ETF made up 0.74% of Weaver Consulting Group's portfolio in Q2 2026, its #38 holding.
  • Weaver Consulting Group first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.