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	$2.31M	Hold	30,460	–	–	0.27%	30
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

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

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

Curated Wealth Partners held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 30,460 shares worth $2.31M. The position accounts for 0.27% of the portfolio, ranked #30.

Curated Wealth Partners first reported a position in DGRO in Q4 2020 and has held it in 22 quarters since. 1,347 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Curated Wealth Partners held 30,460 shares of iShares Core Dividend Growth ETF worth $2.31M as of Q2 2026.
Curated Wealth Partners left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.27% of Curated Wealth Partners's portfolio in Q2 2026, its #30 holding.
Curated Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 22 quarters since.
1,347 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.