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

Chicago Partners Investment 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 		$4.83M Buy
62,576
+1,572
+3% +$116K 0.1% 182
2026
Q1 		$4.45M Sell
61,004
-867
-1% -$62.2K 0.1% 180
2025
Q4 		$4.4M Buy
61,871
+8,799
+17% +$605K 0.11% 170
2025
Q3 		$3.65M Sell
53,072
-584
-1% -$38.6K 0.1% 185
2025
Q2 		$3.53M Buy
53,656
+311
+0.6% +$19K 0.1% 180
2025
Q1 		$3.22M Buy
53,345
+23,066
+76% +$1.45M 0.11% 170
2024
Q4 		$1.86M Buy
30,279
+689
+2% +$43.5K 0.06% 233
2024
Q3 		$1.87M Buy
29,590
+370
+1% +$22.3K 0.07% 229
2024
Q2 		$1.75M Buy
29,220
+1,437
+5% +$82.1K 0.07% 233
2024
Q1 		$1.57M Sell
27,783
-306
-1% -$17K 0.07% 238
2023
Q4 		$1.52M Buy
28,089
+708
+3% +$35.9K 0.07% 237
2023
Q3 		$1.32M Buy
27,381
+205
+0.8% +$10.6K 0.07% 243
2023
Q2 		$1.43M Buy
27,176
+324
+1% +$16.3K 0.07% 239
2023
Q1 		$1.37M Buy
26,852
+258
+1% +$13K 0.08% 227
2022
Q4 		$1.38M Buy
26,594
+167
+0.6% +$8.2K 0.08% 219
2022
Q3 		$1.29M Buy
26,427
+170
+0.6% +$8.37K 0.09% 198
2022
Q2 		$1.33M Buy
26,257
+126
+0.5% +$6.35K 0.1% 190
2022
Q1 		$1.28M Buy
26,131
+137
+0.5% +$7.32K 0.1% 177
2021
Q4 		$1.37M Buy
25,994
+138
+0.5% +$7.37K 0.1% 178
2021
Q3 		$1.39M Sell
25,856
-49
-0.2% -$2.54K 0.1% 178
2021
Q2 		$1.34M Buy
25,905
+1,008
+4% +$50.6K 0.1% 170
2021
Q1 		$1.24M Buy
24,897
+7,081
+40% +$327K 0.1% 170
2020
Q4 		$811K Buy
17,816
+9,706
+120% +$413K 0.08% 204
2020
Q3 		$327K Buy
+8,110
New +$322K 0.04% 309

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

Chicago Partners Investment Group's DGRO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.6% in Q2 2026, buying an estimated $116K and bringing the position to 62,576 shares worth $4.83M. The position accounts for 0.1% of the portfolio, ranked #182.

Chicago Partners Investment Group first reported a position in DGRO in Q3 2020 and has held it in 24 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Chicago Partners Investment Group held 62,576 shares of iShares Core Dividend Growth ETF worth $4.83M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,572 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $116K.
  • iShares Core Dividend Growth ETF made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #182 holding.
  • Chicago Partners Investment Group first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.