Bolthouse Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bolthouse Investments’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	$576K	Buy	+8,214	New	+$589K	0.52%	37

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 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 $52B AUM 24.53% 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 $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 $570B AUM 27.57% 1-Year Est. Return

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

Bolthouse Investments's DGRO Position: Q1 2026 in Review

Bolthouse Investments opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2026: 8,214 shares worth $576K. The stake represents 0.52% of the portfolio and ranks #37 among its holdings.

1,313 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Bolthouse Investments held 8,214 shares of iShares Core Dividend Growth ETF worth $576K as of Q1 2026.
iShares Core Dividend Growth ETF was a new Bolthouse Investments position in Q1 2026.
iShares Core Dividend Growth ETF made up 0.52% of Bolthouse Investments's portfolio in Q1 2026, its #37 holding.
1,313 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.