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

Westfuller 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	$2.5M	Buy	32,935 +862	+3%	+$63.6K	0.91%	36
2026 Q1	$2.25M	Sell	32,073 -1,474	-4%	-$106K	0.97%	28
2025 Q4	$2.33M	Buy	33,547 +215	+0.6%	+$14.8K	0.94%	31
2025 Q3	$2.27M	Buy	33,332 +181	+0.5%	+$12K	1.03%	28
2025 Q2	$2.12M	Hold	33,151	–	–	1.21%	21
2025 Q1	$2.05M	Sell	33,151 -2,252	-6%	-$141K	1.37%	20
2024 Q4	$2.17M	Sell	35,403 -4,132	-10%	-$261K	1.38%	21
2024 Q3	$2.48M	Buy	+39,535	New	+$2.38M	1.78%	15
2024 Q1	$2.3M	Buy	+39,535	New	+$2.19M	2.75%	10

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

Westfuller Advisors's DGRO Position: Q2 2026 in Review

Westfuller Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.7% in Q2 2026, buying an estimated $63.6K and bringing the position to 32,935 shares worth $2.5M. The position accounts for 0.91% of the portfolio, ranked #36.

Westfuller Advisors first reported a position in DGRO in Q1 2024 and has held it in 9 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Westfuller Advisors held 32,935 shares of iShares Core Dividend Growth ETF worth $2.5M as of Q2 2026.
Westfuller Advisors bought 862 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $63.6K.
iShares Core Dividend Growth ETF made up 0.91% of Westfuller Advisors's portfolio in Q2 2026, its #36 holding.
Westfuller Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.