Buck Wealth Strategies, LLC DGRO holdings history
ISHARES CORE DIVIDEND GROWTH · CUSIP 46434V621 · CIK 1973259
As of 2026-06-30, Buck Wealth Strategies, LLC reported 326.24K DGRO (shares), valued at $24.73M, or 2.59% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 19.18%; reported value increased 28.71%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.59% | 326,243 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 2.37% | 273,737 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 2.31% | 262,698 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 1.39% | 148,896 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 1.30% | 133,154 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 1.30% | 115,634 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 1.94% | 152,044 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 1.94% | 98,493 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 1.76% | 103,545 | SEC filing ↗Filed Aug 15, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | 1.95% | 97,604 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.95% | 97,604 | $5.25M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 1.76% | 103,545 | $5.97M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 1.94% | 98,493 | $6.17M | Shares decreased 4.88%; reported value increased 3.51%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 1.94% | 152,044 | $9.33M | Shares increased 54.37%; reported value increased 51.05%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 1.30% | 115,634 | $7.14M | Shares decreased 23.95%; reported value decreased 23.40%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 1.30% | 133,154 | $8.51M | Shares increased 15.15%; reported value increased 19.18%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 1.39% | 148,896 | $10.14M | Shares increased 11.82%; reported value increased 19.06%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 2.31% | 262,698 | $18.24M | Shares increased 76.43%; reported value increased 79.90%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 2.37% | 273,737 | $19.21M | Shares increased 4.20%; reported value increased 5.34%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 2.59% | 326,243 | $24.73M | Shares increased 19.18%; reported value increased 28.71%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.