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

Bell 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	$14.6K	Hold	192	–	–	﹤0.01%	581
2026 Q1	$13.5K	Hold	192	–	–	﹤0.01%	575
2025 Q4	$13.3K	Hold	192	–	–	﹤0.01%	583
2025 Q3	$13.1K	Hold	192	–	–	﹤0.01%	549
2025 Q2	$12.3K	Hold	192	–	–	﹤0.01%	601
2025 Q1	$11.9K	Hold	192	–	–	﹤0.01%	538
2024 Q4	$11.8K	Hold	192	–	–	﹤0.01%	540
2024 Q3	$12K	Hold	192	–	–	﹤0.01%	551
2024 Q2	$11.1K	Buy	+192	New	+$11K	﹤0.01%	571

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Bell Investment Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 192 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Bell Investment Advisors first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Bell Investment Advisors held 192 shares of iShares Core Dividend Growth ETF worth $14.6K as of Q2 2026.
Bell Investment Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #581 holding.
Bell Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.