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

Belpointe 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	-2,863	Closed	-$201K	–	1142
2026 Q1	$201K	Buy	+2,863	New	+$205K	0.01%	1026
2024 Q2	–	Sell	-6,843	Closed	-$397K	–	869
2024 Q1	$397K	Buy	6,843 +2,211	+48%	+$123K	0.03%	496
2023 Q4	$249K	Sell	4,632 -6,714	-59%	-$340K	0.02%	594
2023 Q3	$562K	Sell	11,346 -3,653	-24%	-$189K	0.06%	302
2023 Q2	$773K	Sell	14,999 -3,211	-18%	-$162K	0.08%	232
2023 Q1	$910K	Sell	18,210 -1,375	-7%	-$69K	0.05%	357
2022 Q4	$979K	Sell	19,585 -137	-0.7%	-$6.72K	0.06%	326
2022 Q3	$878K	Buy	19,722 +263	+1%	+$12.9K	0.06%	334
2022 Q2	$927K	Buy	19,459 +216	+1%	+$10.9K	0.06%	314
2022 Q1	$1.03M	Buy	19,243 +2,621	+16%	+$140K	0.06%	323
2021 Q4	$924K	Buy	16,622 +1,413	+9%	+$75.4K	0.06%	337
2021 Q3	$764K	Buy	15,209 +770	+5%	+$39.9K	0.05%	381
2021 Q2	$727K	Buy	14,439 +4,331	+43%	+$217K	0.05%	378
2021 Q1	$488K	Buy	10,108 +5,266	+109%	+$243K	0.04%	448
2020 Q4	$217K	Buy	4,842 +1,544	+47%	+$65.6K	0.02%	671
2020 Q3	$131K	Buy	3,298 +456	+16%	+$18.1K	0.01%	685
2020 Q2	$107K	Sell	2,842 -339	-11%	-$12.3K	0.01%	704
2020 Q1	$104K	Buy	3,181 +506	+19%	+$19.8K	0.02%	601
2019 Q4	$113K	Buy	+2,675	New	+$108K	0.01%	739

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

Belpointe Asset Management's DGRO Position: Q2 2026 in Review

Belpointe Asset Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 2,863 shares — an estimated $201K sold.

Belpointe Asset Management first reported a position in DGRO in Q4 2019 and held it in 19 quarters. The position peaked at $1.03M in Q1 2022. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Belpointe Asset Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 2,863 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $201K.
Belpointe Asset Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 19 quarters.
Belpointe Asset Management's iShares Core Dividend Growth ETF position peaked at $1.03M in Q1 2022.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.