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DGRO icon

Whelan Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Whelan Financial’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 		$571K Sell
7,538
-49
-0.6% -$3.62K 0.16% 51
2026
Q1 		$532K Sell
7,587
-425
-5% -$30.5K 0.17% 51
2025
Q4 		$556K Sell
8,012
-1
-0% -$69 0.17% 47
2025
Q3 		$546K Sell
8,013
-150
-2% -$9.91K 0.17% 48
2025
Q2 		$522K Sell
8,163
-18
-0.2% -$1.1K 0.19% 39
2025
Q1 		$505K Sell
8,181
-204
-2% -$12.8K 0.2% 33
2024
Q4 		$514K Sell
8,385
-122
-1% -$7.7K 0.2% 30
2024
Q3 		$533K Hold
8,507
– – 0.22% 26
2024
Q2 		$490K Sell
8,507
-717
-8% -$41K 0.22% 27
2024
Q1 		$536K Buy
9,224
+4
+0% +$222 0.24% 22
2023
Q4 		$496K Buy
+9,220
New +$468K 0.23% 22

Other funds holding DGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Whelan Financial's DGRO Position: Q2 2026 in Review

Whelan Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.65% in Q2 2026, selling an estimated $3.62K and leaving 7,538 shares worth $571K. The position accounts for 0.16% of the portfolio, ranked #51.

Whelan Financial first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Whelan Financial held 7,538 shares of iShares Core Dividend Growth ETF worth $571K as of Q2 2026.
  • Whelan Financial sold 49 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.62K.
  • iShares Core Dividend Growth ETF made up 0.16% of Whelan Financial's portfolio in Q2 2026, its #51 holding.
  • Whelan Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.