Yarger Wealth Strategies’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Yarger Wealth Strategies’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	$9.31M	Sell	120,776 -1,543	-1%	-$114K	3.34%	6
2026 Q1	$8.58M	Buy	122,319 +510	+0.4%	+$36.6K	3.46%	6
2025 Q4	$8.46M	Buy	121,809 +1,325	+1%	+$91.1K	3.63%	7
2025 Q3	$8.2M	Buy	120,484 +868	+0.7%	+$57.4K	3.76%	6
2025 Q2	$7.65M	Buy	119,616 +2,144	+2%	+$131K	4%	5
2025 Q1	$7.26M	Buy	117,472 +461	+0.4%	+$28.9K	4.23%	5
2024 Q4	$7.18M	Buy	117,011 +3,898	+3%	+$246K	4.14%	5
2024 Q3	$7.09M	Buy	113,113 +1,165	+1%	+$70.2K	3.92%	8
2024 Q2	$6.45M	Buy	111,948 +471	+0.4%	+$26.9K	3.88%	8
2024 Q1	$6.47M	Sell	111,477 -22,605	-17%	-$1.25M	4.41%	6
2023 Q4	$7.22M	Sell	134,082 -8,586	-6%	-$435K	5.82%	4
2023 Q3	$7.07M	Sell	142,668 -303	-0.2%	-$15.7K	6.01%	4
2023 Q2	$7.37M	Sell	142,971 -8,798	-6%	-$443K	6.62%	5
2023 Q1	$7.59M	Sell	151,769 -30,430	-17%	-$1.53M	8.31%	2
2022 Q4	$9.11M	Sell	182,199 -1,135	-0.6%	-$55.7K	11.28%	1
2022 Q3	$8.15M	Sell	183,334 -389	-0.2%	-$19.1K	10.81%	1
2022 Q2	$8.89M	Sell	183,723 -405	-0.2%	-$20.4K	11.48%	1
2022 Q1	$9.83M	Sell	184,128 -42,704	-19%	-$2.28M	12.83%	1
2021 Q4	$12.6M	Buy	+226,832	New	+$12.1M	13.59%	1

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

Yarger Wealth Strategies's DGRO Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q2 2026, selling an estimated $114K and leaving 120,776 shares worth $9.31M. The position accounts for 3.34% of the portfolio, ranked #6.

Yarger Wealth Strategies first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.6M in Q4 2021. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Yarger Wealth Strategies held 120,776 shares of iShares Core Dividend Growth ETF worth $9.31M as of Q2 2026.
Yarger Wealth Strategies sold 1,543 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $114K.
iShares Core Dividend Growth ETF made up 3.34% of Yarger Wealth Strategies's portfolio in Q2 2026, its #6 holding.
Yarger Wealth Strategies first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
Yarger Wealth Strategies's iShares Core Dividend Growth ETF position peaked at $12.6M in Q4 2021.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.