Beese Fulmer Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Beese Fulmer Investment 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	$350K	Hold	4,619	–	–	0.02%	264
2026 Q1	$324K	Hold	4,619	–	–	0.02%	291
2025 Q4	$321K	Buy	4,619 +9	+0.2%	+$619	0.02%	272
2025 Q3	$314K	Buy	4,610 +8	+0.2%	+$529	0.02%	231
2025 Q2	$294K	Buy	4,602 +9	+0.2%	+$549	0.02%	236
2025 Q1	$284K	Hold	4,593	–	–	0.02%	204
2024 Q4	$282K	Hold	4,593	–	–	0.02%	198
2024 Q3	$288K	Hold	4,593	–	–	0.02%	195
2024 Q2	$265K	Hold	4,593	–	–	0.02%	197
2024 Q1	$267K	Hold	4,593	–	–	0.03%	197
2023 Q4	$247K	Hold	4,593	–	–	0.03%	197
2023 Q3	$227K	Hold	4,593	–	–	0.03%	195
2023 Q2	$237K	Hold	4,593	–	–	0.03%	195
2023 Q1	$230K	Hold	4,593	–	–	0.03%	199
2022 Q4	$230K	Hold	4,593	–	–	0.03%	200
2022 Q3	$204K	Sell	4,593 -1,300	-22%	-$64K	0.03%	198
2022 Q2	$281K	Hold	5,893	–	–	0.04%	183
2022 Q1	$315K	Buy	5,893 +669	+13%	+$35.7K	0.03%	181
2021 Q4	$290K	Sell	5,224 -1,705	-25%	-$91K	0.03%	193
2021 Q3	$348K	Buy	+6,929	New	+$359K	0.04%	179

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Beese Fulmer Investment Management's DGRO Position: Q2 2026 in Review

Beese Fulmer Investment Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,619 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #264.

Beese Fulmer Investment Management first reported a position in DGRO in Q3 2021 and has held it in 20 quarters since. 611 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Beese Fulmer Investment Management held 4,619 shares of iShares Core Dividend Growth ETF worth $350K as of Q2 2026.
Beese Fulmer Investment Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #264 holding.
Beese Fulmer Investment Management first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 20 quarters since.
611 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.