Crestwood Advisors Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Crestwood Advisors 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	$372K	Buy	4,908 +999	+26%	+$73.7K	0.01%	593
2026 Q1	$274K	Buy	3,909 +1	+0%	+$72	﹤0.01%	623
2025 Q4	$271K	Buy	+3,908	New	+$269K	﹤0.01%	554
2025 Q1	–	Sell	-4,859	Closed	-$298K	–	503
2024 Q4	$298K	Buy	+4,859	New	+$307K	0.01%	386

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

Crestwood Advisors Group's DGRO Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 26% in Q2 2026, buying an estimated $73.7K and bringing the position to 4,908 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #593.

Crestwood Advisors Group first reported a position in DGRO in Q4 2024 and has held it in 4 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Crestwood Advisors Group held 4,908 shares of iShares Core Dividend Growth ETF worth $372K as of Q2 2026.
Crestwood Advisors Group bought 999 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $73.7K.
iShares Core Dividend Growth ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #593 holding.
Crestwood Advisors Group first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 4 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.