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 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aspiriant LLC's DGRO Position: Q1 2026 in Review

Aspiriant LLC increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.9% in Q1 2026, buying an estimated $106K and bringing the position to 31,647 shares worth $2.22M. The position accounts for 0.06% of the portfolio, ranked #101.

Aspiriant LLC first reported a position in DGRO in Q1 2022 and has held it in 17 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Aspiriant LLC held 31,647 shares of iShares Core Dividend Growth ETF worth $2.22M as of Q1 2026.
Aspiriant LLC bought 1,480 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $106K.
iShares Core Dividend Growth ETF made up 0.06% of Aspiriant LLC's portfolio in Q1 2026, its #101 holding.
Aspiriant LLC first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 17 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.