Western Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Western Wealth Management’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	$5.85M	Buy	77,133 +4,183	+6%	+$309K	0.19%	110
2026 Q1	$5.12M	Buy	72,950 +15,885	+28%	+$1.14M	0.19%	103
2025 Q4	$3.96M	Buy	57,065 +10,139	+22%	+$697K	0.18%	105
2025 Q3	$3.19M	Buy	46,926 +3,573	+8%	+$236K	0.17%	113
2025 Q2	$2.77M	Sell	43,353 -353	-0.8%	-$21.5K	0.16%	123
2025 Q1	$2.7M	Sell	43,706 -3,925	-8%	-$246K	0.18%	114
2024 Q4	$2.92M	Buy	47,631 +7,611	+19%	+$480K	0.16%	129
2024 Q3	$2.51M	Sell	40,020 -944	-2%	-$56.9K	0.14%	147
2024 Q2	$2.36M	Buy	40,964 +766	+2%	+$43.8K	0.17%	115
2024 Q1	$2.33M	Buy	40,198 +1,703	+4%	+$94.5K	0.18%	115
2023 Q4	$2.07M	Sell	38,495 -8,269	-18%	-$419K	0.15%	145
2023 Q3	$2.32M	Sell	46,764 -3,595	-7%	-$186K	0.2%	109
2023 Q2	$2.6M	Sell	50,359 -8,950	-15%	-$450K	0.22%	99
2023 Q1	$2.96M	Sell	59,309 -1,237	-2%	-$62.1K	0.28%	82
2022 Q4	$3.03M	Sell	60,546 -133,616	-69%	-$6.56M	0.31%	73
2022 Q3	$8.67M	Sell	194,162 -2,023	-1%	-$99.6K	0.5%	38
2022 Q2	$9.36M	Sell	196,185 -10,204	-5%	-$514K	0.54%	34
2022 Q1	$11M	Buy	206,389 +112,118	+119%	+$5.99M	0.54%	33
2021 Q4	$5.25M	Buy	+94,271	New	+$5.03M	0.52%	35
2021 Q2	$4.42M	Buy	87,789 +13,342	+18%	+$669K	0.45%	42
2021 Q1	$3.59M	Buy	74,447 +10,254	+16%	+$474K	0.48%	35
2020 Q4	$2.88M	Buy	64,193 +3,104	+5%	+$132K	0.42%	48
2020 Q3	$2.43M	Buy	61,089 +11,039	+22%	+$439K	0.4%	50
2020 Q2	$1.88M	Sell	50,050 -12,740	-20%	-$463K	0.34%	62
2020 Q1	$2.05M	Buy	62,790 +10,905	+21%	+$427K	0.47%	45
2019 Q4	$2.18M	Buy	51,885 +3,310	+7%	+$134K	0.33%	67
2019 Q3	$1.9M	Buy	48,575 +3,758	+8%	+$145K	0.4%	58
2019 Q2	$1.71M	Buy	44,817 +5,350	+14%	+$201K	0.22%	91
2019 Q1	$1.45M	Buy	39,467 +1,321	+3%	+$47K	0.32%	77
2018 Q4	$1.27M	Buy	+38,146	New	+$1.34M	0.34%	71

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

Western Wealth Management's DGRO Position: Q2 2026 in Review

Western Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.7% in Q2 2026, buying an estimated $309K and bringing the position to 77,133 shares worth $5.85M. The position accounts for 0.19% of the portfolio, ranked #110.

Western Wealth Management first reported a position in DGRO in Q4 2018 and has held it in 30 quarters since. The position peaked at $11M in Q1 2022. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Western Wealth Management held 77,133 shares of iShares Core Dividend Growth ETF worth $5.85M as of Q2 2026.
Western Wealth Management bought 4,183 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $309K.
iShares Core Dividend Growth ETF made up 0.19% of Western Wealth Management's portfolio in Q2 2026, its #110 holding.
Western Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares Core Dividend Growth ETF position peaked at $11M in Q1 2022.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.