Aspiriant LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Aspiriant 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	$3.81M	Buy	50,217 +18,570	+59%	+$1.37M	0.09%	83
2026 Q1	$2.22M	Buy	31,647 +1,480	+5%	+$106K	0.06%	101
2025 Q4	$2.09M	Buy	30,167 +16,929	+128%	+$1.16M	0.06%	107
2025 Q3	$901K	Sell	13,238 -225	-2%	-$14.9K	0.03%	154
2025 Q2	$861K	Hold	13,463	–	–	0.03%	159
2025 Q1	$832K	Hold	13,463	–	–	0.03%	153
2024 Q4	$826K	Hold	13,463	–	–	0.03%	157
2024 Q3	$844K	Hold	13,463	–	–	0.03%	154
2024 Q2	$776K	Hold	13,463	–	–	0.03%	158
2024 Q1	$782K	Sell	13,463 -11,248	-46%	-$624K	0.03%	158
2023 Q4	$1.33M	Sell	24,711 -411	-2%	-$20.8K	0.06%	120
2023 Q3	$1.24M	Hold	25,122	–	–	0.06%	117
2023 Q2	$1.29M	Sell	25,122 -237	-0.9%	-$11.9K	0.07%	110
2023 Q1	$1.27M	Sell	25,359 -246	-1%	-$12.4K	0.07%	111
2022 Q4	$1.28M	Sell	25,605 -7,163	-22%	-$352K	0.07%	111
2022 Q3	$1.46M	Buy	32,768 +18,734	+133%	+$922K	0.07%	98
2022 Q2	$669K	Buy	14,034 +7,194	+105%	+$363K	0.03%	146
2022 Q1	$365K	Buy	+6,840	New	+$365K	0.02%	201

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

Aspiriant LLC's DGRO Position: Q2 2026 in Review

Aspiriant LLC increased its iShares Core Dividend Growth ETF (DGRO) stake by 59% in Q2 2026, buying an estimated $1.37M and bringing the position to 50,217 shares worth $3.81M. The position accounts for 0.09% of the portfolio, ranked #83.

Aspiriant LLC first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Aspiriant LLC held 50,217 shares of iShares Core Dividend Growth ETF worth $3.81M as of Q2 2026.
Aspiriant LLC bought 18,570 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.37M.
iShares Core Dividend Growth ETF made up 0.09% of Aspiriant LLC's portfolio in Q2 2026, its #83 holding.
Aspiriant LLC first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.