Clear Creek Financial Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Clear Creek Financial Management’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	$2M	Buy	26,375 +910	+4%	+$67.1K	0.13%	170
2026 Q1	$1.79M	Buy	25,465 +717	+3%	+$51.4K	0.14%	162
2025 Q4	$1.72M	Buy	24,748 +797	+3%	+$54.8K	0.14%	152
2025 Q3	$1.63M	Buy	23,951 +67	+0.3%	+$4.43K	0.14%	145
2025 Q2	$1.53M	Sell	23,884 -3,246	-12%	-$198K	0.15%	156
2025 Q1	$1.68M	Buy	27,130 +1,171	+5%	+$73.4K	0.17%	119
2024 Q4	$1.59M	Buy	25,959 +2,222	+9%	+$140K	0.17%	122
2024 Q3	$1.49M	Buy	23,737 +292	+1%	+$17.6K	0.17%	116
2024 Q2	$1.35M	Sell	23,445 -479	-2%	-$27.4K	0.16%	120
2024 Q1	$1.39M	Sell	23,924 -1,378	-5%	-$76.5K	0.18%	111
2023 Q4	$1.36M	Buy	25,302 +8,518	+51%	+$432K	0.22%	86
2023 Q3	$831K	Sell	16,784 -94	-0.6%	-$4.87K	0.15%	116
2023 Q2	$870K	Sell	16,878 -3,220	-16%	-$162K	0.15%	115
2023 Q1	$1M	Sell	20,098 -812	-4%	-$40.8K	0.19%	98
2022 Q4	$1.05M	Sell	20,910 -1,608	-7%	-$78.9K	0.23%	88
2022 Q3	$1M	Buy	22,518 +586	+3%	+$28.8K	0.22%	79
2022 Q2	$1.04M	Buy	21,932 +7,759	+55%	+$391K	0.22%	86
2022 Q1	$757K	Buy	14,173 +3,116	+28%	+$166K	0.12%	145
2021 Q4	$615K	Buy	11,057 +2,245	+25%	+$120K	0.09%	166
2021 Q3	$443K	Buy	8,812 +821	+10%	+$42.5K	0.07%	196
2021 Q2	$402K	Buy	+7,991	New	+$401K	0.06%	198
2021 Q1	–	Sell	-5,942	Closed	-$266K	–	93
2020 Q4	$266K	Buy	+5,942	New	+$253K	0.05%	250

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 22.9% 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

Clear Creek Financial Management's DGRO Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.6% in Q2 2026, buying an estimated $67.1K and bringing the position to 26,375 shares worth $2M. The position accounts for 0.13% of the portfolio, ranked #170.

Clear Creek Financial Management first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Clear Creek Financial Management held 26,375 shares of iShares Core Dividend Growth ETF worth $2M as of Q2 2026.
Clear Creek Financial Management bought 910 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $67.1K.
iShares Core Dividend Growth ETF made up 0.13% of Clear Creek Financial Management's portfolio in Q2 2026, its #170 holding.
Clear Creek Financial Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.