Bessemer Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bessemer Group’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	$1.04M	Buy	13,735 +527	+4%	+$38.9K	﹤0.01%	990
2026 Q1	$927K	Buy	13,208 +12,905	+4,259%	+$925K	﹤0.01%	962
2025 Q4	$21K	Buy	+303	New	+$20.8K	﹤0.01%	1865
2025 Q2	–	Sell	-1,277	Closed	-$79K	–	2440
2025 Q1	$79K	Sell	1,277 -1,710	-57%	-$107K	﹤0.01%	1246
2024 Q4	$183K	Sell	2,987 -809	-21%	-$51K	﹤0.01%	1086
2024 Q3	$238K	Sell	3,796 -1,000	-21%	-$60.3K	﹤0.01%	1082
2024 Q2	$276K	Buy	4,796 +2,838	+145%	+$162K	﹤0.01%	933
2024 Q1	$114K	Sell	1,958 -364	-16%	-$20.2K	﹤0.01%	1152
2023 Q4	$126K	Buy	2,322 +364	+19%	+$18.5K	﹤0.01%	1163
2023 Q3	$97K	Buy	+1,958	New	+$101K	﹤0.01%	1209
2019 Q2	–	Sell	-2,281	Closed	-$84K	–	1673
2019 Q1	$84K	Buy	+2,281	New	+$81.1K	﹤0.01%	1176

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

Bessemer Group's DGRO Position: Q2 2026 in Review

Bessemer Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 4% in Q2 2026, buying an estimated $38.9K and bringing the position to 13,735 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Bessemer Group first reported a position in DGRO in Q1 2019 and has held it in 11 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Bessemer Group held 13,735 shares of iShares Core Dividend Growth ETF worth $1.04M as of Q2 2026.
Bessemer Group bought 527 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $38.9K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #990 holding.
Bessemer Group first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 11 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.