ARS Investment Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

ARS Investment Partners’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	$1.01M	Hold	13,261	–	–	0.04%	102
2026 Q1	$931K	Sell	13,261 -213	-2%	-$15.3K	0.05%	99
2025 Q4	$935K	Buy	13,474 +498	+4%	+$34.2K	0.05%	100
2025 Q3	$883K	Buy	12,976 +909	+8%	+$60.1K	0.06%	103
2025 Q2	$772K	Buy	12,067 +567	+5%	+$34.6K	0.06%	104
2025 Q1	$705K	Hold	11,500	–	–	0.06%	100
2024 Q4	$705K	Sell	11,500 -57	-0.5%	-$3.6K	0.06%	100
2024 Q3	$725K	Hold	11,557	–	–	0.06%	95
2024 Q2	$666K	Hold	11,557	–	–	0.06%	92
2024 Q1	$671K	Hold	11,557	–	–	0.07%	91
2023 Q4	$622K	Hold	11,557	–	–	0.07%	92
2023 Q3	$572K	Hold	11,557	–	–	0.07%	93
2023 Q2	$596K	Hold	11,557	–	–	0.07%	96
2023 Q1	$578K	Sell	11,557 -420	-4%	-$21.1K	0.07%	97
2022 Q4	$599K	Buy	11,977 +420	+4%	+$20.6K	0.08%	87
2022 Q3	$514K	Hold	11,557	–	–	0.07%	101
2022 Q2	$551K	Hold	11,557	–	–	0.08%	96
2022 Q1	$617K	Hold	11,557	–	–	0.06%	99
2021 Q4	$642K	Hold	11,557	–	–	0.06%	98
2021 Q3	$581K	Hold	11,557	–	–	0.06%	100
2021 Q2	$582K	Buy	+11,557	New	+$580K	0.06%	95

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

ARS Investment Partners's DGRO Position: Q2 2026 in Review

ARS Investment Partners held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 13,261 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #102.

ARS Investment Partners first reported a position in DGRO in Q2 2021 and has held it in 21 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

ARS Investment Partners held 13,261 shares of iShares Core Dividend Growth ETF worth $1.01M as of Q2 2026.
ARS Investment Partners left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.04% of ARS Investment Partners's portfolio in Q2 2026, its #102 holding.
ARS Investment Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 21 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.