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

Wolff Financial Management’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 		$42.8M Sell
564,374
-2,257
-0.4% -$167K 8.53% 3
2026
Q1 		$39.8M Buy
566,631
+16,788
+3% +$1.2M 8.79% 3
2025
Q4 		$38.2M Buy
549,843
+12,491
+2% +$859K 8.58% 3
2025
Q3 		$36.6M Buy
537,352
+15,302
+3% +$1.01M 8.49% 3
2025
Q2 		$33.4M Buy
522,050
+10,033
+2% +$612K 8.62% 3
2025
Q1 		$31.6M Buy
512,017
+3,100
+0.6% +$194K 8.76% 4
2024
Q4 		$31.2M Sell
508,917
-1,470
-0.3% -$92.7K 8.66% 3
2024
Q3 		$32M Buy
510,387
+17,290
+4% +$1.04M 8.69% 4
2024
Q2 		$28.4M Buy
493,097
+5,941
+1% +$339K 20.97% 1
2024
Q1 		$28.3M Buy
487,156
+10,753
+2% +$597K 8.24% 4
2023
Q4 		$25.6M Buy
476,403
+18,248
+4% +$925K 7.92% 4
2023
Q3 		$22.7M Buy
458,155
+14,884
+3% +$771K 7.75% 4
2023
Q2 		$22.8M Buy
443,271
+37,345
+9% +$1.88M 19.9% 2
2023
Q1 		$20.3M Buy
405,926
+63,178
+18% +$3.17M 7.07% 4
2022
Q4 		$17.1M Buy
342,748
+201,710
+143% +$9.9M 6.34% 5
2022
Q3 		$6.27M Buy
141,038
+28,747
+26% +$1.41M 2.86% 12
2022
Q2 		$5.35M Buy
112,291
+12,187
+12% +$614K 2.38% 13
2022
Q1 		$5.35M Buy
100,104
+3,727
+4% +$199K 2.12% 13
2021
Q4 		$5.36M Buy
96,377
+4,566
+5% +$244K 2.03% 13
2021
Q3 		$4.61M Buy
+91,811
New +$4.76M 4.01% 7
2021
Q1 		$1.15M Buy
23,713
+16,589
+233% +$767K 0.52% 37
2020
Q4 		$319K Buy
+7,124
New +$303K 0.17% 75

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Wolff Financial Management's DGRO Position: Q2 2026 in Review

Wolff Financial Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.4% in Q2 2026, selling an estimated $167K and leaving 564,374 shares worth $42.8M. The position accounts for 8.53% of the portfolio, ranked #3.

Wolff Financial Management first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. 314 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Wolff Financial Management held 564,374 shares of iShares Core Dividend Growth ETF worth $42.8M as of Q2 2026.
  • Wolff Financial Management sold 2,257 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $167K.
  • iShares Core Dividend Growth ETF made up 8.53% of Wolff Financial Management's portfolio in Q2 2026, its #3 holding.
  • Wolff Financial Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.