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

West Michigan 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	$340K	Sell	4,481 -162	-3%	-$12K	0.06%	223
2026 Q1	$326K	Sell	4,643 -2,957	-39%	-$212K	0.07%	216
2025 Q4	$528K	Buy	7,600 +100	+1%	+$6.88K	0.12%	161
2025 Q3	$511K	Buy	7,500 +418	+6%	+$27.6K	0.12%	145
2025 Q2	$453K	Sell	7,082 -1,981	-22%	-$121K	0.13%	120
2025 Q1	$560K	Buy	9,063 +4,682	+107%	+$293K	0.19%	95
2024 Q4	$269K	Buy	+4,381	New	+$276K	0.08%	180

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 Michigan Advisors's DGRO Position: Q2 2026 in Review

West Michigan Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q2 2026, selling an estimated $12K and leaving 4,481 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #223.

West Michigan Advisors first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $560K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

West Michigan Advisors held 4,481 shares of iShares Core Dividend Growth ETF worth $340K as of Q2 2026.
West Michigan Advisors sold 162 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $12K.
iShares Core Dividend Growth ETF made up 0.06% of West Michigan Advisors's portfolio in Q2 2026, its #223 holding.
West Michigan Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
West Michigan Advisors's iShares Core Dividend Growth ETF position peaked at $560K in Q1 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.