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

AssuredPartners 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 		$2.88M Buy
37,940
+14,537
+62% +$1.07M 0.28% 97
2026
Q1 		$1.65M Sell
23,403
-38,776
-62% -$2.78M 0.18% 135
2025
Q4 		$4.32M Buy
62,179
+51,689
+493% +$3.55M 0.64% 43
2025
Q3 		$714K Buy
+10,490
New +$693K 0.16% 107
2025
Q2 		– Sell
-66,836
Closed -$4.13M – 265
2025
Q1 		$4.13M Buy
66,836
+2,212
+3% +$139K 0.8% 28
2024
Q4 		$3.96M Buy
+64,624
New +$4.08M 0.77% 32

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 22.9% 1-Year Est. Return
Capital Investment Advisors
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

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

AssuredPartners Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 62% in Q2 2026, buying an estimated $1.07M and bringing the position to 37,940 shares worth $2.88M. The position accounts for 0.28% of the portfolio, ranked #97.

AssuredPartners Investment Advisors first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.32M in Q4 2025. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • AssuredPartners Investment Advisors held 37,940 shares of iShares Core Dividend Growth ETF worth $2.88M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 14,537 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Core Dividend Growth ETF made up 0.28% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's iShares Core Dividend Growth ETF position peaked at $4.32M in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.