Blue Chip Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Blue Chip Partners’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 Q1	$336K	Buy	4,792 +135	+3%	+$9.68K	0.02%	139
2025 Q4	$323K	Buy	+4,657	New	+$320K	0.02%	137
2022 Q3	–	Sell	-9,458	Closed	-$451K	–	165
2022 Q2	$451K	Buy	9,458 +47	+0.5%	+$2.37K	0.06%	93
2022 Q1	$503K	Buy	9,411 +45	+0.5%	+$2.4K	0.06%	94
2021 Q4	$521K	Buy	9,366 +51	+0.5%	+$2.72K	0.07%	92
2021 Q3	$468K	Sell	9,315 -1,095	-11%	-$56.7K	0.07%	91
2021 Q2	$524K	Sell	10,410 -145	-1%	-$7.28K	0.07%	84
2021 Q1	$509K	Sell	10,555 -595	-5%	-$27.5K	0.08%	82
2020 Q4	$500K	Buy	11,150 +68	+0.6%	+$2.89K	0.08%	79
2020 Q3	$441K	Buy	11,082 +72	+0.7%	+$2.86K	0.08%	78
2020 Q2	$414K	Buy	+11,010	New	+$400K	0.08%	74

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blue Chip Partners's DGRO Position: Q1 2026 in Review

Blue Chip Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.9% in Q1 2026, buying an estimated $9.68K and bringing the position to 4,792 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #139.

Blue Chip Partners first reported a position in DGRO in Q2 2020 and has held it in 11 quarters since. The position peaked at $524K in Q2 2021. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Blue Chip Partners held 4,792 shares of iShares Core Dividend Growth ETF worth $336K as of Q1 2026.
Blue Chip Partners bought 135 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $9.68K.
iShares Core Dividend Growth ETF made up 0.02% of Blue Chip Partners's portfolio in Q1 2026, its #139 holding.
Blue Chip Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 11 quarters since.
Blue Chip Partners's iShares Core Dividend Growth ETF position peaked at $524K in Q2 2021.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.