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Aureus Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Aureus Asset Management’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 		– Sell
-3,400
Closed -$239K – 246
2026
Q1 		$239K Buy
+3,400
New +$244K 0.02% 203

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Jones Financial Companies
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Raymond James Financial
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Envestnet Asset Management
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CIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
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Aureus Asset Management's DGRO Position: Q2 2026 in Review

Aureus Asset Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,400 shares — an estimated $239K sold.

Aureus Asset Management first reported a position in DGRO in Q1 2026 and held it in 1 quarter. The position peaked at $239K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Aureus Asset Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Aureus Asset Management sold 3,400 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $239K.
  • Aureus Asset Management first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and held it in 1 quarter.
  • Aureus Asset Management's iShares Core Dividend Growth ETF position peaked at $239K in Q1 2026.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.