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DGRO icon

GAMMA Investing’s iShares Core Dividend Growth ETF DGRO Stock Holding History

GAMMA Investing’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 		$6.45M Sell
85,103
-225
-0.3% -$16.6K 0.24% 64
2026
Q1 		$5.99M Buy
85,328
+5,377
+7% +$386K 0.28% 54
2025
Q4 		$5.55M Buy
79,951
+4,044
+5% +$278K 0.28% 53
2025
Q3 		$5.17M Buy
75,907
+6,433
+9% +$425K 0.28% 51
2025
Q2 		$4.44M Buy
69,474
+8,848
+15% +$540K 0.28% 47
2025
Q1 		$3.75M Buy
60,626
+4,186
+7% +$262K 0.28% 61
2024
Q4 		$3.46M Buy
56,440
+150
+0.3% +$9.46K 0.3% 57
2024
Q3 		$3.53M Buy
56,290
+4,259
+8% +$257K 0.35% 40
2024
Q2 		$3M Buy
52,031
+5,936
+13% +$339K 0.41% 34
2024
Q1 		$2.68M Buy
46,095
+41,169
+836% +$2.29M 0.55% 24
2023
Q4 		$268K Buy
+4,926
New +$250K 0.07% 250

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

GAMMA Investing's DGRO Position: Q2 2026 in Review

GAMMA Investing reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.26% in Q2 2026, selling an estimated $16.6K and leaving 85,103 shares worth $6.45M. The position accounts for 0.24% of the portfolio, ranked #64.

GAMMA Investing first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • GAMMA Investing held 85,103 shares of iShares Core Dividend Growth ETF worth $6.45M as of Q2 2026.
  • GAMMA Investing sold 225 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $16.6K.
  • iShares Core Dividend Growth ETF made up 0.24% of GAMMA Investing's portfolio in Q2 2026, its #64 holding.
  • GAMMA Investing first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.