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World Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

World Investment Advisors’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 		$5.45M Sell
77,187
-3,381
-4% -$249K 0.09% 240
2026
Q1 		$5.65M Sell
80,568
-1,518
-2% -$109K 0.09% 233
2025
Q4 		$5.7M Buy
82,086
+11,409
+16% +$785K 0.09% 235
2025
Q3 		$4.81M Sell
70,677
-2,884
-4% -$191K 0.1% 233
2025
Q2 		$4.7M Buy
73,561
+15,904
+28% +$970K 0.11% 224
2025
Q1 		$3.56M Buy
57,657
+2,968
+5% +$186K 0.09% 256
2024
Q4 		$3.35M Buy
54,689
+17,631
+48% +$1.11M 0.09% 248
2024
Q3 		$2.32M Buy
37,058
+11,634
+46% +$701K 0.07% 275
2024
Q2 		$1.46M Buy
+25,424
New +$1.45M 0.09% 203
2024
Q1 		– Sell
-24,660
Closed -$1.33M – 411
2023
Q4 		$1.33M Sell
24,660
-8,001
-24% -$406K 0.17% 113
2023
Q3 		$1.63M Sell
32,661
-3,876
-11% -$201K 0.32% 64
2023
Q2 		$1.88M Buy
36,537
+928
+3% +$46.7K 0.36% 51
2023
Q1 		$1.78M Sell
35,609
-22,275
-38% -$1.12M 0.37% 51
2022
Q4 		$2.89M Sell
57,884
-1,461
-2% -$71.7K 0.66% 32
2022
Q3 		$2.64M Buy
59,345
+338
+0.6% +$16.6K 0.63% 31
2022
Q2 		$2.99M Buy
59,007
+5,953
+11% +$300K 0.63% 31
2022
Q1 		$2.83M Buy
53,054
+4,545
+9% +$243K 0.59% 33
2021
Q4 		$2.61M Buy
48,509
+32,619
+205% +$1.74M 0.55% 35
2021
Q3 		$798K Sell
15,890
-300
-2% -$15.5K 0.18% 93
2021
Q2 		$815K Buy
16,190
+1,002
+7% +$50.3K 0.19% 90
2021
Q1 		$765K Buy
15,188
+3
+0% +$139 0.18% 88
2020
Q4 		$701K Buy
15,185
+2
+0% +$85 0.18% 94
2020
Q3 		$604K Buy
15,183
+3
+0% +$119 0.21% 75
2020
Q2 		$620K Buy
15,180
+6
+0% +$218 0.22% 71
2020
Q1 		$495K Buy
+15,174
New +$594K 0.23% 69

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 22.96% 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

World Investment Advisors's DGRO Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.2% in Q2 2026, selling an estimated $249K and leaving 77,187 shares worth $5.45M. The position accounts for 0.09% of the portfolio, ranked #240.

World Investment Advisors first reported a position in DGRO in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.7M in Q4 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • World Investment Advisors held 77,187 shares of iShares Core Dividend Growth ETF worth $5.45M as of Q2 2026.
  • World Investment Advisors sold 3,381 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $249K.
  • iShares Core Dividend Growth ETF made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #240 holding.
  • World Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • World Investment Advisors's iShares Core Dividend Growth ETF position peaked at $5.7M in Q4 2025.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.