Westside Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $284K | Buy |
3,748
+2
| +0.1% | +$148 | 0.04% | 263 |
|
|
2026
Q1 | $263K | Buy |
3,746
+3
| +0.1% | +$215 | 0.04% | 263 |
|
|
2025
Q4 | $260K | Buy |
3,743
+3
| +0.1% | +$206 | 0.04% | 240 |
|
|
2025
Q3 | $255K | Buy |
3,740
+438
| +13% | +$28.9K | 0.04% | 250 |
|
|
2025
Q2 | $211K | Buy |
3,302
+502
| +18% | +$30.6K | 0.04% | 249 |
|
|
2025
Q1 | $173K | Sell |
2,800
-1,273
| -31% | -$79.8K | 0.04% | 249 |
|
|
2024
Q4 | $250K | Sell |
4,073
-97
| -2% | -$6.12K | 0.05% | 208 |
|
|
2024
Q3 | $261K | Sell |
4,170
-77
| -2% | -$4.64K | 0.06% | 203 |
|
|
2024
Q2 | $245K | Sell |
4,247
-1,398
| -25% | -$79.9K | 0.06% | 206 |
|
|
2024
Q1 | $328K | Sell |
5,645
-441
| -7% | -$24.5K | 0.08% | 175 |
|
|
2023
Q4 | $328K | Sell |
6,086
-77
| -1% | -$3.9K | 0.08% | 170 |
|
|
2023
Q3 | $305K | Hold |
6,163
| – | – | 0.09% | 172 |
|
|
2023
Q2 | $318K | Buy |
6,163
+3
| +0% | +$151 | 0.09% | 171 |
|
|
2023
Q1 | $308K | Sell |
6,160
-92
| -1% | -$4.62K | 0.09% | 172 |
|
|
2022
Q4 | $312 | Buy |
6,252
+289
| +5% | +$14.2K | ﹤0.01% | 302 |
|
|
2022
Q3 | $265 | Buy |
5,963
+1,204
| +25% | +$59.3K | ﹤0.01% | 313 |
|
|
2022
Q2 | $226 | Buy |
4,759
+2,055
| +76% | +$104K | ﹤0.01% | 314 |
|
|
2022
Q1 | $144 | Buy |
2,704
+251
| +10% | +$13.4K | ﹤0.01% | 339 |
|
|
2021
Q4 | $136 | Buy |
2,453
+1
| +0% | +$53 | ﹤0.01% | 328 |
|
|
2021
Q3 | $123 | Buy |
2,452
+476
| +24% | +$24.7K | ﹤0.01% | 327 |
|
|
2021
Q2 | $99 | Buy |
1,976
+1
| +0.1% | +$50 | ﹤0.01% | 339 |
|
|
2021
Q1 | $95 | Buy |
1,975
+1,228
| +164% | +$56.8K | ﹤0.01% | 334 |
|
|
2020
Q4 | $33 | Buy |
747
+101
| +16% | +$4.29K | ﹤0.01% | 378 |
|
|
2020
Q3 | $25 | Buy |
646
+452
| +233% | +$18K | ﹤0.01% | 396 |
|
|
2020
Q2 | $7 | Buy |
194
+1
| +0.5% | +$36 | ﹤0.01% | 505 |
|
|
2020
Q1 | $6 | Buy |
+193
| New | +$7.55K | ﹤0.01% | 514 |
|
|
2019
Q2 | $7 | Buy |
+189
| New | +$7.08K | ﹤0.01% | 518 |
|
|
2018
Q4 | $6.22K | Buy |
+187
| New | +$6.57K | ﹤0.01% | 534 |
|
|
2018
Q3 | – | Sell |
-185
| Closed | -$6.36K | – | 737 |
|
|
2018
Q2 | $6.36K | Buy |
185
+1
| +0.5% | +$34 | ﹤0.01% | 647 |
|
|
2018
Q1 | $6.11K | Buy |
184
+1
| +0.5% | +$35 | ﹤0.01% | 636 |
|
|
2017
Q4 | $6.5K | Buy |
183
+1
| +0.5% | +$34 | ﹤0.01% | 648 |
|
|
2017
Q3 | $5.97K | Buy |
182
+1
| +0.6% | +$32 | ﹤0.01% | 646 |
|
|
2017
Q2 | $5.68K | Hold |
181
| – | – | ﹤0.01% | 641 |
|
|
2017
Q1 | $5.46K | Buy |
+181
| New | +$5.43K | ﹤0.01% | 614 |
|
Other funds holding DGRO
CIA
Westside Investment Management's DGRO Position: Q2 2026 in Review
Westside Investment Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.05% in Q2 2026, buying an estimated $148 and bringing the position to 3,748 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #263.
Westside Investment Management first reported a position in DGRO in Q1 2017 and has held it in 34 quarters since. The position peaked at $328K in Q1 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.
- Westside Investment Management held 3,748 shares of iShares Core Dividend Growth ETF worth $284K as of Q2 2026.
- Westside Investment Management bought 2 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $148.
- iShares Core Dividend Growth ETF made up 0.04% of Westside Investment Management's portfolio in Q2 2026, its #263 holding.
- Westside Investment Management first reported a position in iShares Core Dividend Growth ETF in Q1 2017 and has held it in 34 quarters since.
- Westside Investment Management's iShares Core Dividend Growth ETF position peaked at $328K in Q1 2024.
- 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.