CWP
DGRO icon

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
2024
Q2 		– Sell
-31,920
Closed -$1.85M – 172
2024
Q1 		$1.85M Buy
+31,920
New +$1.77M 0.27% 22

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
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.