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

Edgestream 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	$803K	Buy	10,597 +7,000	+195%	+$516K	0.02%	707
2026 Q1	$252K	Sell	3,597 -2,774	-44%	-$199K	0.01%	826
2025 Q4	$442K	Buy	+6,371	New	+$438K	0.01%	831
2025 Q3	–	Sell	-5,624	Closed	-$360K	–	918
2025 Q2	$360K	Buy	5,624 +2,315	+70%	+$141K	0.01%	771
2025 Q1	$204K	Buy	+3,309	New	+$207K	0.01%	808
2024 Q4	–	Sell	-4,756	Closed	-$298K	–	898
2024 Q3	$298K	Buy	4,756 +597	+14%	+$36K	0.01%	767
2024 Q2	$240K	Buy	+4,159	New	+$238K	0.01%	781

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

Edgestream Partners's DGRO Position: Q2 2026 in Review

Edgestream Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 195% in Q2 2026, buying an estimated $516K and bringing the position to 10,597 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #707.

Edgestream Partners first reported a position in DGRO in Q2 2024 and has held it in 7 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Edgestream Partners held 10,597 shares of iShares Core Dividend Growth ETF worth $803K as of Q2 2026.
Edgestream Partners bought 7,000 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $516K.
iShares Core Dividend Growth ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #707 holding.
Edgestream Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 7 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.