YWS
DGRO icon

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 3.39% 6
2026
Q1 		$8.58M Buy
122,319
+510
+0.4% +$36.6K 3.48% 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

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return