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DGRO icon

West Branch Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

West Branch Capital’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 		$105K Sell
1,382
-279
-17% -$20.6K 0.02% 107
2026
Q1 		$117K Buy
1,661
+292
+21% +$20.9K 0.03% 101
2025
Q4 		$95.1K Sell
1,369
-1,352
-50% -$93K 0.02% 113
2025
Q3 		$185K Buy
2,721
+15
+0.6% +$991 0.05% 93
2025
Q2 		$173K Buy
2,706
+14
+0.5% +$854 0.05% 91
2025
Q1 		$166K Buy
2,692
+13
+0.5% +$815 0.06% 91
2024
Q4 		$164K Buy
2,679
+17
+0.6% +$1.07K 0.05% 92
2024
Q3 		$167K Buy
2,662
+17
+0.6% +$1.02K 0.06% 92
2024
Q2 		$152K Buy
2,645
+13
+0.5% +$743 0.06% 94
2024
Q1 		$153K Sell
2,632
-67
-2% -$3.72K 0.06% 96
2023
Q4 		$145K Buy
2,699
+120
+5% +$6.08K 0.07% 92
2023
Q3 		$128K Hold
2,579
– – 0.07% 98
2023
Q2 		$133K Buy
2,579
+13
+0.5% +$654 0.07% 98
2023
Q1 		$128K Buy
2,566
+16
+0.6% +$803 0.07% 100
2022
Q4 		$128K Buy
2,550
+16
+0.6% +$785 0.08% 101
2022
Q3 		$113K Buy
2,534
+19
+0.8% +$935 0.07% 105
2022
Q2 		$120K Buy
2,515
+12
+0.5% +$605 0.07% 102
2022
Q1 		$134K Buy
2,503
+13
+0.5% +$694 0.06% 106
2021
Q4 		$138K Buy
2,490
+13
+0.5% +$694 0.06% 120
2021
Q3 		$124K Buy
2,477
+12
+0.5% +$622 0.06% 115
2021
Q2 		$124K Buy
+2,465
New +$124K 0.06% 121

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

West Branch Capital's DGRO Position: Q2 2026 in Review

West Branch Capital reduced its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q2 2026, selling an estimated $20.6K and leaving 1,382 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #107.

West Branch Capital first reported a position in DGRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $185K in Q3 2025. 395 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • West Branch Capital held 1,382 shares of iShares Core Dividend Growth ETF worth $105K as of Q2 2026.
  • West Branch Capital sold 279 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Core Dividend Growth ETF made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #107 holding.
  • West Branch Capital first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's iShares Core Dividend Growth ETF position peaked at $185K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.