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Bouvel Investment Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bouvel Investment 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
Q2 		$2.39M Buy
31,473
+970
+3% +$71.6K 0.54% 58
2026
Q1 		$2.14M Buy
30,503
+3,132
+11% +$225K 0.62% 53
2025
Q4 		$1.9M Buy
27,371
+2,748
+11% +$189K 0.55% 58
2025
Q3 		$1.68M Sell
24,623
-798
-3% -$52.7K 0.51% 61
2025
Q2 		$1.63M Sell
25,421
-246
-1% -$15K 0.55% 58
2025
Q1 		$1.61M Buy
25,667
+719
+3% +$45.1K 0.61% 54
2024
Q4 		$1.53M Sell
24,948
-719
-3% -$45.4K 0.55% 56
2024
Q3 		$1.61M Sell
25,667
-487
-2% -$29.4K 0.61% 54
2024
Q2 		$1.51M Sell
26,154
-292
-1% -$16.7K 0.58% 53
2024
Q1 		$1.54M Sell
26,446
-171
-0.6% -$9.49K 0.66% 52
2023
Q4 		$1.43M Buy
26,617
+67
+0.3% +$3.4K 0.67% 54
2023
Q3 		$1.32M Buy
26,550
+2,821
+12% +$146K 0.71% 53
2023
Q2 		$1.22M Buy
23,729
+17
+0.1% +$855 0.67% 54
2023
Q1 		$1.19M Buy
23,712
+31
+0.1% +$1.56K 0.69% 51
2022
Q4 		$1.18M Sell
23,681
-1,701
-7% -$83.5K 0.76% 50
2022
Q3 		$1.13M Sell
25,382
-13,416
-35% -$660K 0.75% 50
2022
Q2 		$1.85M Buy
38,798
+333
+0.9% +$16.8K 1.39% 30
2022
Q1 		$2.05M Sell
38,465
-239
-0.6% -$12.8K 1.25% 38
2021
Q4 		$2.15M Sell
38,704
-662
-2% -$35.3K 1.21% 35
2021
Q3 		$1.98M Buy
39,366
+322
+0.8% +$16.7K 1.12% 44
2021
Q2 		$1.97M Buy
39,044
+10,683
+38% +$536K 1.11% 46
2021
Q1 		$1.37M Sell
28,361
-7,442
-21% -$344K 0.88% 51
2020
Q4 		$1.6M Buy
+35,803
New +$1.52M 1.14% 41

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bouvel Investment Partners's DGRO Position: Q2 2026 in Review

Bouvel Investment Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.2% in Q2 2026, buying an estimated $71.6K and bringing the position to 31,473 shares worth $2.39M. The position accounts for 0.54% of the portfolio, ranked #58.

Bouvel Investment Partners first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Bouvel Investment Partners held 31,473 shares of iShares Core Dividend Growth ETF worth $2.39M as of Q2 2026.
  • Bouvel Investment Partners bought 970 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $71.6K.
  • iShares Core Dividend Growth ETF made up 0.54% of Bouvel Investment Partners's portfolio in Q2 2026, its #58 holding.
  • Bouvel Investment Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.