West Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

West Financial Advisors’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	$83.2K	Hold	1,098	–	–	0.01%	92
2026 Q1	$77.1K	Hold	1,098	–	–	0.01%	83
2025 Q4	$76.2K	Hold	1,098	–	–	0.01%	85
2025 Q3	$74.8K	Hold	1,098	–	–	0.01%	90
2025 Q2	$70.2K	Hold	1,098	–	–	0.01%	90
2025 Q1	$67.8K	Sell	1,098 -540	-33%	-$33.8K	0.01%	88
2024 Q4	$100K	Sell	1,638 -84	-5%	-$5.3K	0.02%	77
2024 Q3	$108K	Hold	1,722	–	–	0.02%	68
2024 Q2	$99.2K	Sell	1,722 -173	-9%	-$9.88K	0.02%	67
2024 Q1	$110K	Hold	1,895	–	–	0.02%	66
2023 Q4	$102K	Hold	1,895	–	–	0.02%	65
2023 Q3	$93.9K	Hold	1,895	–	–	0.02%	67
2023 Q2	$97.7K	Hold	1,895	–	–	0.02%	64
2023 Q1	$94.7K	Hold	1,895	–	–	0.02%	67
2022 Q4	$94.8K	Hold	1,895	–	–	0.03%	65
2022 Q3	$84K	Hold	1,895	–	–	0.03%	81
2022 Q2	$90K	Hold	1,895	–	–	0.03%	80
2022 Q1	$101K	Hold	1,895	–	–	0.03%	81
2021 Q4	$105K	Buy	1,895 +1,845	+3,690%	+$98.5K	0.03%	85
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	139
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	134
2021 Q1	$2K	Buy	+50	New	+$2.31K	﹤0.01%	140

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

West Financial Advisors's DGRO Position: Q2 2026 in Review

West Financial Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 1,098 shares worth $83.2K. The position accounts for 0.01% of the portfolio, ranked #92.

West Financial Advisors first reported a position in DGRO in Q1 2021 and has held it in 22 quarters since. The position peaked at $110K in Q1 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

West Financial Advisors held 1,098 shares of iShares Core Dividend Growth ETF worth $83.2K as of Q2 2026.
West Financial Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #92 holding.
West Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 22 quarters since.
West Financial Advisors's iShares Core Dividend Growth ETF position peaked at $110K in Q1 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.