Chilton Investment Company’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Chilton Investment Company’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	$698K	Hold	9,215	–	–	0.02%	201
2026 Q1	$647K	Sell	9,215 -1,451	-14%	-$104K	0.02%	188
2025 Q4	$740K	Sell	10,666 -988	-8%	-$67.9K	0.02%	176
2025 Q3	$793K	Hold	11,654	–	–	0.02%	163
2025 Q2	$745K	Buy	11,654 +6,480	+125%	+$395K	0.02%	128
2025 Q1	$320K	Hold	5,174	–	–	0.01%	170
2024 Q4	$317K	Buy	5,174 +471	+10%	+$29.7K	0.01%	156
2024 Q3	$295K	Buy	+4,703	New	+$284K	0.01%	164

Other funds holding DGRO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

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

Chilton Investment Company's DGRO Position: Q2 2026 in Review

Chilton Investment Company held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 9,215 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #201.

Chilton Investment Company first reported a position in DGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $793K in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Chilton Investment Company held 9,215 shares of iShares Core Dividend Growth ETF worth $698K as of Q2 2026.
Chilton Investment Company left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.02% of Chilton Investment Company's portfolio in Q2 2026, its #201 holding.
Chilton Investment Company first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 8 quarters since.
Chilton Investment Company's iShares Core Dividend Growth ETF position peaked at $793K in Q3 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.