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Willis Johnson & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Willis Johnson & Associates’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 		– Sell
-9,121
Closed -$640K – 120
2026
Q1 		$640K Buy
9,121
+1
+0% +$72 0.04% 96
2025
Q4 		$633K Sell
9,120
-225
-2% -$15.5K 0.04% 93
2025
Q3 		$636K Sell
9,345
-272
-3% -$18K 0.04% 93
2025
Q2 		$615K Buy
9,617
+1,906
+25% +$116K 0.04% 89
2025
Q1 		$476K Buy
7,711
+133
+2% +$8.33K 0.04% 93
2024
Q4 		$465K Buy
7,578
+3,370
+80% +$213K 0.04% 93
2024
Q3 		$264K Sell
4,208
-970
-19% -$58.5K 0.02% 132
2024
Q2 		$298K Buy
5,178
+676
+15% +$38.6K 0.02% 122
2024
Q1 		$261K Sell
4,502
-30
-0.7% -$1.67K 0.02% 125
2023
Q4 		$244K Buy
4,532
+75
+2% +$3.8K 0.02% 118
2023
Q3 		$221K Sell
4,457
-1,151
-21% -$59.6K 0.02% 115
2023
Q2 		$289K Sell
5,608
-3,219
-36% -$162K 0.03% 102
2023
Q1 		$441K Sell
8,827
-837
-9% -$42K 0.05% 79
2022
Q4 		$483K Buy
+9,664
New +$474K 0.06% 74

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Willis Johnson & Associates's DGRO Position: Q2 2026 in Review

Willis Johnson & Associates sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 9,121 shares — an estimated $640K sold.

Willis Johnson & Associates first reported a position in DGRO in Q4 2022 and held it in 14 quarters. The position peaked at $640K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Willis Johnson & Associates reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 9,121 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $640K.
  • Willis Johnson & Associates first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 14 quarters.
  • Willis Johnson & Associates's iShares Core Dividend Growth ETF position peaked at $640K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.