Curated Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Curated Wealth Partners’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	–	Sell	-30,460	Closed	-$2.14M	–	844
2026 Q1	$2.14M	Hold	30,460	–	–	0.27%	30
2025 Q4	$2.11M	Sell	30,460 -1,460	-5%	-$100K	0.23%	31
2025 Q3	$2.17M	Hold	31,920	–	–	0.26%	26
2025 Q2	$2.04M	Hold	31,920	–	–	0.24%	27
2025 Q1	$1.97M	Sell	31,920 -916	-3%	-$57.4K	0.26%	26
2024 Q4	$2.01M	Buy	32,836 +916	+3%	+$57.8K	0.23%	24
2024 Q3	$2M	Hold	31,920	–	–	0.26%	24
2024 Q2	$1.84M	Buy	+31,920	New	+$1.82M	0.26%	22
2024 Q1	–	Sell	-31,920	Closed	-$1.77M	–	176
2023 Q4	$1.72M	Hold	31,920	–	–	0.28%	24
2023 Q3	$1.58M	Hold	31,920	–	–	0.29%	22
2023 Q2	$1.64M	Hold	31,920	–	–	0.32%	22
2023 Q1	$1.6M	Hold	31,920	–	–	0.36%	19
2022 Q4	$1.6M	Hold	31,920	–	–	0.39%	20
2022 Q3	$1.42M	Hold	31,920	–	–	0.42%	17
2022 Q2	$1.52M	Hold	31,920	–	–	0.45%	16
2022 Q1	$1.77M	Hold	31,920	–	–	0.6%	17
2021 Q4	$1.77M	Hold	31,920	–	–	0.57%	18
2021 Q3	$1.6M	Hold	31,920	–	–	0.9%	17
2021 Q2	$1.61M	Hold	31,920	–	–	0.87%	18
2021 Q1	$1.54M	Hold	31,920	–	–	0.95%	18
2020 Q4	$1.43M	Buy	+31,920	New	+$1.36M	0.93%	19

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Curated Wealth Partners's DGRO Position: Q2 2026 in Review

Curated Wealth Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 30,460 shares — an estimated $2.14M sold.

Curated Wealth Partners first reported a position in DGRO in Q4 2020 and held it in 21 quarters. The position peaked at $2.17M in Q3 2025. 510 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Curated Wealth Partners reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 30,460 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.14M.
Curated Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 21 quarters.
Curated Wealth Partners's iShares Core Dividend Growth ETF position peaked at $2.17M in Q3 2025.
510 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.