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Chatterton & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Chatterton & Associates’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 		– Sell
-4,630
Closed -$335K – 105
2026
Q1 		$335K Sell
4,630
-20
-0.4% -$1.43K 0.23% 68
2025
Q4 		$323K Buy
+4,650
New +$320K 0.28% 60

Other funds holding DGRO

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

Chatterton & Associates's DGRO Position: Q2 2026 in Review

Chatterton & Associates sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 4,630 shares — an estimated $335K sold.

Chatterton & Associates first reported a position in DGRO in Q4 2025 and held it in 2 quarters. The position peaked at $335K in Q1 2026. 851 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Chatterton & Associates reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Chatterton & Associates sold 4,630 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $335K.
  • Chatterton & Associates first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and held it in 2 quarters.
  • Chatterton & Associates's iShares Core Dividend Growth ETF position peaked at $335K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.