Burnham & Co LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Burnham & Co LLC’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	$72K	Buy	+950	New	+$70.1K	0.06%	98

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Burnham & Co LLC's DGRO Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 950 shares worth $72K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

1,199 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Burnham & Co LLC held 950 shares of iShares Core Dividend Growth ETF worth $72K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Burnham & Co LLC position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.06% of Burnham & Co LLC's portfolio in Q2 2026, its #98 holding.
1,199 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.