Winthrop Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Winthrop Advisory Group’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	$3.12M	Sell	41,195 -34	-0.1%	-$2.51K	0.21%	53
2026 Q1	$2.89M	Buy	41,229 +61	+0.1%	+$4.37K	0.24%	49
2025 Q4	$2.86M	Buy	41,168 +593	+1%	+$40.8K	0.24%	48
2025 Q3	$2.76M	Buy	40,575 +367	+0.9%	+$24.3K	0.24%	47
2025 Q2	$2.57M	Buy	+40,208	New	+$2.45M	0.25%	47
2022 Q3	–	Sell	-7,393	Closed	-$352K	–	123
2022 Q2	$352K	Sell	7,393 -348	-4%	-$17.5K	0.08%	78
2022 Q1	$413K	Buy	7,741 +32	+0.4%	+$1.71K	0.09%	81
2021 Q4	$428K	Buy	7,709 +2,136	+38%	+$114K	0.09%	77
2021 Q3	$280K	Buy	+5,573	New	+$289K	0.06%	106

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

Winthrop Advisory Group's DGRO Position: Q2 2026 in Review

Winthrop Advisory Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.08% in Q2 2026, selling an estimated $2.51K and leaving 41,195 shares worth $3.12M. The position accounts for 0.21% of the portfolio, ranked #53.

Winthrop Advisory Group first reported a position in DGRO in Q3 2021 and has held it in 9 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Winthrop Advisory Group held 41,195 shares of iShares Core Dividend Growth ETF worth $3.12M as of Q2 2026.
Winthrop Advisory Group sold 34 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.51K.
iShares Core Dividend Growth ETF made up 0.21% of Winthrop Advisory Group's portfolio in Q2 2026, its #53 holding.
Winthrop Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 9 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.