West Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

West Wealth 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	$744K	Sell	9,817 -1,042	-10%	-$76.9K	0.12%	61
2026 Q1	$762K	Sell	10,859 -34	-0.3%	-$2.44K	0.15%	51
2025 Q4	$756K	Buy	10,893 +802	+8%	+$55.1K	0.16%	48
2025 Q3	$688K	Sell	10,091 -1,036	-9%	-$68.5K	0.16%	47
2025 Q2	$721K	Sell	11,127 -2,208	-17%	-$135K	0.18%	41
2025 Q1	$822K	Buy	13,335 +2,246	+20%	+$141K	0.24%	34
2024 Q4	$680K	Sell	11,089 -248	-2%	-$15.6K	0.2%	36
2024 Q3	$711K	Sell	11,337 -536	-5%	-$32.3K	0.23%	35
2024 Q2	$684K	Sell	11,873 -1,241	-9%	-$70.9K	0.24%	39
2024 Q1	$761K	Buy	+13,114	New	+$728K	0.28%	39

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 Wealth Group's DGRO Position: Q2 2026 in Review

West Wealth Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 9.6% in Q2 2026, selling an estimated $76.9K and leaving 9,817 shares worth $744K. The position accounts for 0.12% of the portfolio, ranked #61.

West Wealth Group first reported a position in DGRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $822K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

West Wealth Group held 9,817 shares of iShares Core Dividend Growth ETF worth $744K as of Q2 2026.
West Wealth Group sold 1,042 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $76.9K.
iShares Core Dividend Growth ETF made up 0.12% of West Wealth Group's portfolio in Q2 2026, its #61 holding.
West Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 10 quarters since.
West Wealth Group's iShares Core Dividend Growth ETF position peaked at $822K in Q1 2025.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.