Wolff Wiese Magana’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wolff Wiese Magana’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	$3.49K	Hold	46	–	–	﹤0.01%	713
2026 Q1	$3.23K	Sell	46 -22	-32%	-$1.58K	﹤0.01%	692
2025 Q4	$4.72K	Sell	68 -31	-31%	-$2.13K	﹤0.01%	596
2025 Q3	$6.74K	Buy	99 +77	+350%	+$5.09K	﹤0.01%	532
2025 Q2	$1.41K	Hold	22	–	–	﹤0.01%	788
2025 Q1	$1.36K	Hold	22	–	–	﹤0.01%	802
2024 Q4	$1.35K	Hold	22	–	–	﹤0.01%	770
2024 Q3	$1.38K	Buy	+22	New	+$1.33K	﹤0.01%	804
2023 Q4	–	Sell	-141	Closed	-$6.98K	–	755
2023 Q3	$6.98K	Hold	141	–	–	0.01%	389
2023 Q2	$7.27K	Hold	141	–	–	0.01%	394
2023 Q1	$7.05K	Hold	141	–	–	0.01%	389
2022 Q4	$7.05K	Hold	141	–	–	0.01%	369
2022 Q3	$6K	Hold	141	–	–	﹤0.01%	568
2022 Q2	$7K	Hold	141	–	–	0.01%	582
2022 Q1	$8K	Hold	141	–	–	0.01%	565
2021 Q4	$8K	Hold	141	–	–	0.01%	575
2021 Q3	$7K	Hold	141	–	–	﹤0.01%	578
2021 Q2	$7K	Hold	141	–	–	0.01%	575
2021 Q1	$7K	Hold	141	–	–	0.01%	533
2020 Q4	$6K	Buy	+141	New	+$5.99K	0.01%	503

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 22.9% 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

Wolff Wiese Magana's DGRO Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 46 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Wolff Wiese Magana first reported a position in DGRO in Q4 2020 and has held it in 20 quarters since. The position peaked at $8K in Q1 2022. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Wolff Wiese Magana held 46 shares of iShares Core Dividend Growth ETF worth $3.49K as of Q2 2026.
Wolff Wiese Magana left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #713 holding.
Wolff Wiese Magana first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 20 quarters since.
Wolff Wiese Magana's iShares Core Dividend Growth ETF position peaked at $8K in Q1 2022.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.