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

AIMZ 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 		$235K Sell
3,098
-500
-14% -$36.9K 0.06% 138
2026
Q1 		$253K Sell
3,598
-4,500
-56% -$323K 0.08% 128
2025
Q4 		$562K Buy
+8,098
New +$557K 0.16% 93

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

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

AIMZ Investment Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 14% in Q2 2026, selling an estimated $36.9K and leaving 3,098 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #138.

AIMZ Investment Advisors first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $562K in Q4 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • AIMZ Investment Advisors held 3,098 shares of iShares Core Dividend Growth ETF worth $235K as of Q2 2026.
  • AIMZ Investment Advisors sold 500 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $36.9K.
  • iShares Core Dividend Growth ETF made up 0.06% of AIMZ Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • AIMZ Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • AIMZ Investment Advisors's iShares Core Dividend Growth ETF position peaked at $562K in Q4 2025.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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