GHP Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

GHP Investment Advisors’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	$214K	Buy	2,830 +97	+4%	+$7.16K	0.01%	398
2026 Q1	$192K	Hold	2,733	–	–	0.01%	395
2025 Q4	$190K	Hold	2,733	–	–	0.01%	395
2025 Q3	$186K	Sell	2,733 -276	-9%	-$18.2K	0.01%	392
2025 Q2	$192K	Sell	3,009 -179	-6%	-$10.9K	0.01%	382
2025 Q1	$197K	Buy	3,188 +225	+8%	+$14.1K	0.01%	378
2024 Q4	$182K	Hold	2,963	–	–	0.01%	383
2024 Q3	$186K	Hold	2,963	–	–	0.01%	388
2024 Q2	$171K	Hold	2,963	–	–	0.01%	387
2024 Q1	$172K	Buy	2,963 +230	+8%	+$12.8K	0.01%	388
2023 Q4	$147K	Hold	2,733	–	–	0.01%	398
2023 Q3	$135K	Buy	2,733 +1,491	+120%	+$77.2K	0.01%	401
2023 Q2	$65.2K	Hold	1,242	–	–	﹤0.01%	467
2023 Q1	$62.1K	Hold	1,242	–	–	﹤0.01%	472
2022 Q4	$62.1K	Hold	1,242	–	–	﹤0.01%	474
2022 Q3	$55K	Hold	1,242	–	–	﹤0.01%	474
2022 Q2	$59K	Sell	1,242 -375	-23%	-$18.9K	﹤0.01%	463
2022 Q1	$86K	Buy	+1,617	New	+$86.3K	0.01%	438

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

GHP Investment Advisors's DGRO Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q2 2026, buying an estimated $7.16K and bringing the position to 2,830 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #398.

GHP Investment Advisors first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

GHP Investment Advisors held 2,830 shares of iShares Core Dividend Growth ETF worth $214K as of Q2 2026.
GHP Investment Advisors bought 97 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $7.16K.
iShares Core Dividend Growth ETF made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #398 holding.
GHP Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.