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

Berkshire 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	$203K	Buy	+2,683	New	+$198K	0.01%	265
2026 Q1	–	Sell	-3,599	Closed	-$250K	–	270
2025 Q4	$250K	Sell	3,599 -650	-15%	-$44.7K	0.01%	237
2025 Q3	$289K	Buy	+4,249	New	+$281K	0.01%	247
2021 Q2	–	Sell	-5,800	Closed	-$280K	–	236
2021 Q1	$280K	Hold	5,800	–	–	0.02%	192
2020 Q4	$260K	Sell	5,800 -500	-8%	-$21.3K	0.02%	193
2020 Q3	$251K	Hold	6,300	–	–	0.02%	148
2020 Q2	$237K	Hold	6,300	–	–	0.02%	148
2020 Q1	$205K	Sell	6,300 -2,928	-32%	-$115K	0.02%	191
2019 Q4	$388K	Buy	9,228 +920	+11%	+$37.2K	0.03%	136
2019 Q3	$325K	Sell	8,308 -400	-5%	-$15.4K	0.03%	169
2019 Q2	$333K	Hold	8,708	–	–	0.03%	167
2019 Q1	$320K	Hold	8,708	–	–	0.03%	180
2018 Q4	$289K	Hold	8,708	–	–	0.03%	181
2018 Q3	$323K	Hold	8,708	–	–	0.03%	179
2018 Q2	$299K	Sell	8,708 -562	-6%	-$19.3K	0.03%	174
2018 Q1	$314K	Buy	9,270 +2,233	+32%	+$78.8K	0.03%	167
2017 Q4	$245K	Buy	+7,037	New	+$237K	0.02%	185
2017 Q3	–	Sell	-7,027	Closed	-$220K	–	194
2017 Q2	$220K	Buy	+7,027	New	+$217K	0.03%	185

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

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

Berkshire Asset Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 2,683 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Berkshire Asset Management previously reported a position in DGRO as recently as Q4 2025.

Berkshire Asset Management first reported a position in DGRO in Q2 2017 and has held it in 18 quarters since. The position peaked at $388K in Q4 2019. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Berkshire Asset Management held 2,683 shares of iShares Core Dividend Growth ETF worth $203K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Berkshire Asset Management position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.01% of Berkshire Asset Management's portfolio in Q2 2026, its #265 holding.
Berkshire Asset Management first reported a position in iShares Core Dividend Growth ETF in Q2 2017 and has held it in 18 quarters since.
Berkshire Asset Management's iShares Core Dividend Growth ETF position peaked at $388K in Q4 2019.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.