Wedbush Securities’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wedbush Securities’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	$365K	Buy	4,811 +295	+7%	+$21.8K	0.01%	847
2026 Q1	$317K	Sell	4,516 -351	-7%	-$25.2K	0.01%	882
2025 Q4	$338K	Buy	4,867 +312	+7%	+$21.5K	0.01%	833
2025 Q3	$310K	Buy	+4,555	New	+$301K	0.01%	834
2024 Q3	–	Sell	-5,020	Closed	-$289K	–	1141
2024 Q2	$289K	Sell	5,020 -548	-10%	-$31.3K	0.01%	876
2024 Q1	$323K	Sell	5,568 -754	-12%	-$41.9K	0.01%	838
2023 Q4	$340K	Sell	6,322 -1,419	-18%	-$72K	0.02%	712
2023 Q3	$383K	Buy	7,741 +767	+11%	+$39.7K	0.02%	616
2023 Q2	$359K	Sell	6,974 -324	-4%	-$16.3K	0.02%	670
2023 Q1	$365K	Sell	7,298 -529	-7%	-$26.6K	0.02%	667
2022 Q4	$391K	Sell	7,827 -81	-1%	-$3.98K	0.02%	604
2022 Q3	$352K	Buy	7,908 +489	+7%	+$24.1K	0.02%	654
2022 Q2	$353K	Sell	7,419 -280	-4%	-$14.1K	0.02%	678
2022 Q1	$411K	Sell	7,699 -2,262	-23%	-$121K	0.02%	666
2021 Q4	$554K	Sell	9,961 -809	-8%	-$43.2K	0.02%	577
2021 Q3	$541K	Sell	10,770 -9,269	-46%	-$480K	0.03%	575
2021 Q2	$1.01M	Buy	20,039 +9,490	+90%	+$476K	0.05%	364
2021 Q1	$509K	Buy	10,549 +1,497	+17%	+$69.2K	0.03%	577
2020 Q4	$406K	Sell	9,052 -2,434	-21%	-$103K	0.04%	535
2020 Q3	$457K	Buy	+11,486	New	+$456K	0.04%	457
2020 Q1	–	Sell	-5,637	Closed	-$237K	–	915
2019 Q4	$237K	Buy	5,637 +262	+5%	+$10.6K	0.02%	780
2019 Q3	$210K	Buy	+5,375	New	+$207K	0.02%	799

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

Wedbush Securities's DGRO Position: Q2 2026 in Review

Wedbush Securities increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.5% in Q2 2026, buying an estimated $21.8K and bringing the position to 4,811 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #847.

Wedbush Securities first reported a position in DGRO in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.01M in Q2 2021. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Wedbush Securities held 4,811 shares of iShares Core Dividend Growth ETF worth $365K as of Q2 2026.
Wedbush Securities bought 295 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $21.8K.
iShares Core Dividend Growth ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #847 holding.
Wedbush Securities first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 22 quarters since.
Wedbush Securities's iShares Core Dividend Growth ETF position peaked at $1.01M in Q2 2021.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.