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DGRO icon

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

BBR 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
Q1 		– Sell
-138,391
Closed -$9.61M – 264
2025
Q4 		$9.61M Buy
138,391
+589
+0.4% +$40.5K 0.52% 21
2025
Q3 		$9.38M Buy
137,802
+56
+0% +$3.7K 0.54% 20
2025
Q2 		$8.81M Buy
137,746
+53
+0% +$3.23K 0.55% 19
2025
Q1 		$8.51M Buy
137,693
+52
+0% +$3.26K 0.6% 19
2024
Q4 		$8.44M Buy
137,641
+62
+0% +$3.91K 0.59% 17
2024
Q3 		$8.62M Buy
137,579
+65
+0% +$3.92K 0.66% 16
2024
Q2 		$7.92M Buy
137,514
+51
+0% +$2.91K 0.65% 16
2024
Q1 		$7.98M Buy
137,463
+53
+0% +$2.94K 0.64% 17
2023
Q4 		$7.4M Sell
137,410
-49,474
-26% -$2.51M 0.76% 14
2023
Q3 		$9.26M Hold
186,884
– – 1.04% 12
2023
Q2 		$9.63M Buy
186,884
+301
+0.2% +$15.1K 1.07% 11
2023
Q1 		$9.33M Buy
186,583
+355
+0.2% +$17.8K 1.07% 10
2022
Q4 		$9.31M Buy
186,228
+826
+0.4% +$40.5K 1.05% 10
2022
Q3 		$8.24M Hold
185,402
– – 1.06% 12
2022
Q2 		$8.83M Buy
185,402
+295
+0.2% +$14.9K 1.03% 13
2022
Q1 		$9.89M Buy
185,107
+278
+0.2% +$14.8K 0.93% 14
2021
Q4 		$10.3M Buy
184,829
+603
+0.3% +$32.2K 1.21% 11
2021
Q3 		$9.26M Hold
184,226
– – 0.77% 16
2021
Q2 		$9.28M Buy
184,226
+598
+0.3% +$30K 0.73% 14
2021
Q1 		$8.86M Buy
183,628
+50,839
+38% +$2.35M 0.73% 13
2020
Q4 		$5.95M Sell
132,789
-35,062
-21% -$1.49M 0.49% 17
2020
Q3 		$6.68M Buy
+167,851
New +$6.67M 0.57% 20

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BBR Partners's DGRO Position: Q1 2026 in Review

BBR Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 138,391 shares — an estimated $9.61M sold.

BBR Partners first reported a position in DGRO in Q3 2020 and held it in 22 quarters. The position peaked at $10.3M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • BBR Partners reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • BBR Partners sold 138,391 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $9.61M.
  • BBR Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and held it in 22 quarters.
  • BBR Partners's iShares Core Dividend Growth ETF position peaked at $10.3M in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.