Clear Investment Research’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Clear Investment Research’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	$376K	Hold	4,964	–	–	0.59%	42
2026 Q1	$348K	Sell	4,964 -234	-5%	-$16.8K	0.55%	38
2025 Q4	$361K	Sell	5,198 -57	-1%	-$3.92K	0.6%	41
2025 Q3	$358K	Sell	5,255 -78	-1%	-$5.16K	0.48%	45
2025 Q2	$341K	Sell	5,333 -80	-1%	-$4.88K	0.43%	43
2025 Q1	$334K	Sell	5,413 -5	-0.1%	-$313	0.45%	40
2024 Q4	$332K	Buy	5,418 +5	+0.1%	+$315	0.43%	42
2024 Q3	$339K	Buy	5,413 +147	+3%	+$8.86K	0.44%	40
2024 Q2	$303K	Buy	5,266 +702	+15%	+$40.1K	0.4%	39
2024 Q1	$265K	Sell	4,564 -68	-1%	-$3.77K	0.36%	44
2023 Q4	$249K	Buy	4,632 +9	+0.2%	+$456	0.35%	47
2023 Q3	$229K	Buy	4,623 +1,857	+67%	+$96.1K	0.4%	41
2023 Q2	$143K	Buy	2,766 +980	+55%	+$49.3K	0.24%	55
2023 Q1	$89.3K	Buy	1,786 +283	+19%	+$14.2K	0.16%	67
2022 Q4	$75K	Buy	1,503 +66	+5%	+$3.24K	0.15%	67
2022 Q3	$64K	Buy	1,437 +2	+0.1%	+$98	0.13%	68
2022 Q2	$68K	Buy	1,435 +12	+0.8%	+$605	0.15%	69
2022 Q1	$76K	Sell	1,423 -22	-2%	-$1.18K	0.15%	70
2021 Q4	$80K	Sell	1,445 -26	-2%	-$1.39K	0.12%	72
2021 Q3	$74K	Sell	1,471 -14	-0.9%	-$725	0.12%	72
2021 Q2	$75K	Buy	1,485 +2	+0.1%	+$100	0.13%	71
2021 Q1	$72K	Sell	1,483 -35	-2%	-$1.62K	0.13%	64
2020 Q4	$68K	Sell	1,518 -5	-0.3%	-$213	0.12%	64
2020 Q3	$41K	Buy	1,523 +444	+41%	+$17.6K	0.08%	72
2020 Q2	$41K	Buy	1,079 +285	+36%	+$10.4K	0.09%	66
2020 Q1	$26K	Buy	794 +113	+17%	+$4.42K	0.06%	70
2019 Q4	$29K	Sell	681 -12	-2%	-$485	0.06%	72
2019 Q3	$27K	Sell	693 -5	-0.7%	-$193	0.06%	68
2019 Q2	$27K	Sell	698 -4	-0.6%	-$150	0.04%	68
2019 Q1	$26K	Sell	702 -12	-2%	-$427	0.04%	68
2018 Q4	$24K	Buy	714 +25	+4%	+$879	0.04%	64
2018 Q3	$26K	Buy	689 +99	+17%	+$3.6K	0.04%	64
2018 Q2	$20K	Hold	590	–	–	0.01%	53
2018 Q1	$20K	Buy	+590	New	+$20.8K	0.01%	53

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

Clear Investment Research's DGRO Position: Q2 2026 in Review

Clear Investment Research held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,964 shares worth $376K. The position accounts for 0.59% of the portfolio, ranked #42.

Clear Investment Research first reported a position in DGRO in Q1 2018 and has held it in 34 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Clear Investment Research held 4,964 shares of iShares Core Dividend Growth ETF worth $376K as of Q2 2026.
Clear Investment Research left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.59% of Clear Investment Research's portfolio in Q2 2026, its #42 holding.
Clear Investment Research first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and has held it in 34 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.