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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
Q2 		$294K Buy
+3,885
New +$287K 0.01% 209
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 $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 22.96% 1-Year Est. Return
CIA
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

BBR Partners's DGRO Position: Q2 2026 in Review

BBR Partners opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 3,885 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: BBR Partners previously reported a position in DGRO as recently as Q4 2025.

BBR Partners first reported a position in DGRO in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.3M in Q4 2021. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • BBR Partners held 3,885 shares of iShares Core Dividend Growth ETF worth $294K as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new BBR Partners position in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.01% of BBR Partners's portfolio in Q2 2026, its #209 holding.
  • BBR Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • BBR Partners's iShares Core Dividend Growth ETF position peaked at $10.3M in Q4 2021.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.